iSHARES TRUST - IWN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 6,186,337 1,368,417 0.09% 0.09% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 4,238,800 937,622 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,138,426 473,002 0.11% 0.11% 3 0 0.0% Q2 2026 Sep 23, 2026
TIAA Wealth Investment Management LLC History No change 1,495,599 330,946 2.21% 2.21% 4 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History No change 1,281,525 283,473 1.57% 1.57% 5 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,218,672 269,570 0.93% 0.93% 6 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 1,198,061 265,010 0.78% 0.78% 7 0 0.0% Q2 2026 Aug 04, 2026
LPL Financial LLC History No change 1,166,269 257,978 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,090,896 241,306 0.12% 0.12% 9 0 0.0% Q2 2026 Aug 07, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 876,999 193,992 1.72% 1.72% 10 0 0.0% Q2 2026 Jul 16, 2026
WELLS FARGO & COMPANY/MN History No change 866,095 191,580 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 862,739 190,837 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 766,604 169,572 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 756,672 167,375 0.21% 0.21% 14 0 0.0% Q2 2026 Jul 29, 2026
GOLDMAN SACHS GROUP INC History No change 696,081 153,973 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 654,442 144,762 2.72% 2.72% 16 0 0.0% Q2 2026 Aug 10, 2026
Betterment LLC History No change 646,889 143,092 0.24% 0.24% 17 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 599,858 132,688 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 490,973 108,603 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 485,652 107,426 2.19% 2.19% 20 0 0.0% Q2 2026 Jul 30, 2026
JPMORGAN CHASE & CO History No change 454,981 100,678 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 433,434 95,875 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 406,524 89,923 0.26% 0.26% 23 0 0.0% Q2 2026 Aug 13, 2026
Badgley Phelps Wealth Managers, LLC History No change 397,941 88,024 1.54% 1.54% 24 0 0.0% Q2 2026 Jul 31, 2026
Focus Partners Wealth History No change 329,024 72,780 0.07% 0.07% 25 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 325,490 71,998 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 316,264 70,029 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 310,507 68,684 0.3% 0.3% 28 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 278,097 61,515 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 258,987 57,287 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 257,908 57,049 0.21% 0.21% 31 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 251,170 55,557 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 243,333 53,825 0.59% 0.59% 33 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History No change 240,327 53,290 0.52% 0.52% 34 0 0.0% Q2 2026 Jul 27, 2026
AMG National Trust Bank History No change 233,018 51,543 1.06% 1.06% 35 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Management LLC History No change 230,481 50,982 1.67% 1.67% 36 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 219,517 48,826 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Reduced 231,073 48,398 2.76% 2.92% 38 -2,793 -1.19% Q3 2026 Oct 09, 2026
BROWN ADVISORY INC History No change 206,035 45,574 0.07% 0.07% 39 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 197,501 43,687 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 188,804 41,763 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 188,771 41,756 0.06% 0.06% 42 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 185,568 41,047 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 177,121 39,179 0.06% 0.06% 44 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 176,936 38,920 0.07% 0.07% 45 0 0.0% Q2 2026 Jul 15, 2026
US BANCORP \DE\ History No change 175,233 38,761 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 12, 2026
Waldron Private Wealth LLC History No change 162,783 36,007 1.25% 1.25% 47 0 0.0% Q2 2026 Jul 20, 2026
Mariner, LLC History No change 158,339 35,024 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 155,456 34,333 0.23% 0.23% 49 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 151,968 33,624 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 151,230 33,452 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 147,412 32,607 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 147,065 32,530 0.41% 0.41% 53 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 141,743 31,364 0.1% 0.1% 54 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 132,012 29,200 0.21% 0.21% 55 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 131,921 29,046 0.54% 0.54% 56 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 130,500 28,866 0.0% 0.0% 57 0 0.0% Q2 2026 Sep 02, 2026
COURIER CAPITAL LLC History No change 130,333 28,829 1.44% 1.44% 58 0 0.0% Q2 2026 Jul 16, 2026
Modera Wealth Management, LLC History No change 130,222 28,805 0.31% 0.31% 59 0 0.0% Q2 2026 Aug 03, 2026
HighTower Advisors, LLC History No change 128,463 28,416 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 05, 2026
Jupiter Topco LLC History No change 125,708 27,806 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 124,455 27,529 0.03% 0.03% 62 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 121,763 26,933 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
WoodTrust Financial Corp History Reduced 127,265 26,656 3.23% 3.47% 64 -4,881 -3.69% Q3 2026 Oct 09, 2026
Corient Private Wealth LP History No change 119,244 26,376 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 117,434 25,975 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 116,250 25,714 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 14, 2026
Powell Investment Advisors, LLC History No change 115,249 25,493 8.05% 8.05% 68 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 113,932 25,201 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
FLOW TRADERS U.S. LLC History No change 109,004 24,112 0.99% 0.99% 70 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 106,257 23,504 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 97,906 21,656 0.63% 0.63% 72 0 0.0% Q2 2026 Jul 30, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 96,000 21,235 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 07, 2026
Elite Financial, Inc. History No change 95,544 21,134 8.54% 8.54% 74 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 92,482 20,456 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 92,369 20,432 0.14% 0.14% 76 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 90,894 20,105 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 90,616 20,044 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 87,713 19,441 0.06% 0.06% 79 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY TRUST CO History No change 87,471 19,348 0.21% 0.21% 80 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 85,664 18,949 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 04, 2026
Hilltop Partners LLC History No change 83,327 18,431 4.47% 4.47% 82 0 0.0% Q2 2026 Aug 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 93,167 17,663 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 79,419 17,567 0.43% 0.43% 84 0 0.0% Q2 2026 Jul 20, 2026
Waverly Advisors, LLC History No change 78,706 17,409 0.1% 0.1% 85 0 0.0% Q2 2026 Aug 14, 2026
ARIEL INVESTMENTS, LLC History No change 76,697 16,965 0.17% 0.17% 86 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 76,439 16,908 0.09% 0.09% 87 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 75,271 16,649 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 75,085 16,613 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
Strategic Equity Management History No change 73,135 16,177 5.43% 5.43% 90 0 0.0% Q2 2026 Aug 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 72,054 15,938 0.29% 0.29% 91 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 71,760 15,873 0.1% 0.1% 92 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 70,287 15,547 0.12% 0.12% 93 0 0.0% Q2 2026 Aug 14, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 70,047 15,494 5.54% 5.54% 94 0 0.0% Q2 2026 Jul 21, 2026
Jasper Ridge Partners, L.P. History No change 66,631 14,738 0.31% 0.31% 95 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 66,250 14,654 0.87% 0.87% 96 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 65,608 14,512 0.07% 0.07% 97 0 0.0% Q2 2026 Aug 18, 2026
Cresset Asset Management, LLC History No change 65,424 14,471 0.05% 0.05% 98 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 61,531 13,610 0.15% 0.15% 99 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 61,284 13,555 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 12, 2026
SONATA CAPITAL GROUP INC History No change 60,479 13,377 4.32% 4.32% 101 0 0.0% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 60,119 13,298 0.93% 0.93% 102 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Advisor Solutions, LLC History No change 58,237 12,882 0.11% 0.11% 103 0 0.0% Q2 2026 Aug 06, 2026
Leeward Investments, LLC - MA History No change 58,194 12,872 0.59% 0.59% 104 0 0.0% Q2 2026 Jul 29, 2026
FIRST HORIZON CORP History No change 57,924 12,812 0.49% 0.49% 105 0 0.0% Q2 2026 Jul 20, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History No change 57,200 12,652 0.77% 0.77% 106 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 57,125 12,635 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 11, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 59,728 12,510 6.39% 6.78% 108 -382 -0.64% Q3 2026 Oct 01, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 56,104 12,410 0.04% 0.04% 109 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 55,270 12,225 0.05% 0.05% 110 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 54,715 12,102 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 54,331 12,018 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Corundum Group, Inc. History No change 53,073 11,739 3.48% 3.48% 113 0 0.0% Q2 2026 Aug 07, 2026
Navigation Group, LLC History No change 52,829 11,685 2.27% 2.27% 114 0 0.0% Q2 2026 Jul 29, 2026
Marion Wealth Management History No change 51,511 11,394 2.32% 2.32% 115 0 0.0% Q2 2026 Jul 16, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 50,500 11,170 1.47% 1.47% 116 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 49,463 11,002 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 48,958 10,829 0.06% 0.06% 118 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 48,074 10,633 0.03% 0.03% 119 0 0.0% Q2 2026 Jul 28, 2026
Idaho Trust Co History No change 47,340 10,471 3.06% 3.06% 120 0 0.0% Q2 2026 Aug 06, 2026
RTD Financial Advisors, Inc. History Reduced 49,047 10,272 1.12% 1.19% 121 -421 -0.85% Q3 2026 Oct 09, 2026
Advisors Preferred, LLC History No change 44,953 9,949 1.54% 1.54% 122 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 43,886 9,707 0.04% 0.04% 123 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 43,286 9,575 0.11% 0.11% 124 0 0.0% Q2 2026 Aug 14, 2026
Viewpoint Capital Management LLC History No change 43,186 9,553 4.87% 4.87% 125 0 0.0% Q2 2026 Aug 04, 2026
Baker Avenue Asset Management, LP History No change 42,469 9,394 0.18% 0.18% 126 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 41,926 9,273 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 19, 2026
MONEYWISE, INC. History No change 40,123 8,875 3.31% 3.31% 128 0 0.0% Q2 2026 Jul 21, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 39,818 8,808 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
CM WEALTH ADVISORS LLC History No change 39,804 8,804 1.59% 1.59% 130 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 39,415 8,718 0.03% 0.03% 131 0 0.0% Q2 2026 Aug 17, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 39,415 8,718 0.38% 0.38% 132 0 0.0% Q2 2026 Aug 10, 2026
HANCOCK WHITNEY CORP History No change 39,172 8,664 0.14% 0.14% 133 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 39,164 8,663 1.38% 1.38% 134 0 0.0% Q2 2026 Jul 24, 2026
Mirae Asset Global Investments Co., Ltd. History No change 39,100 8,648 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial, LLC History No change 38,649 8,549 0.09% 0.09% 136 0 0.0% Q2 2026 Aug 12, 2026
United Asset Strategies, Inc. History No change 38,516 8,519 0.6% 0.6% 137 0 0.0% Q2 2026 Jul 13, 2026
OFS Enterprise LLC History No change 37,848 8,371 2.14% 2.14% 138 0 0.0% Q2 2026 Jul 08, 2026
SEGALL BRYANT & HAMILL, LLC History No change 37,185 8,225 0.1% 0.1% 139 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 36,769 8,133 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
LWM ADVISORS INC History Reduced 37,856 7,928 5.98% 6.35% 141 -644 -1.67% Q3 2026 Oct 08, 2026
Integrated Investment Consultants, LLC History No change 35,777 7,913 1.56% 1.56% 142 0 0.0% Q2 2026 Aug 17, 2026
Brookstone Capital Management History No change 35,644 7,884 0.08% 0.08% 143 0 0.0% Q2 2026 Jul 15, 2026
Foundation Wealth Management, LLC History No change 35,378 7,825 4.63% 4.63% 144 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 35,006 7,743 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 34,815 7,701 0.1% 0.1% 146 0 0.0% Q2 2026 Aug 12, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 34,475 7,625 1.73% 1.73% 147 0 0.0% Q2 2026 Aug 10, 2026
Independent Family Office, LLC History No change 34,436 7,617 3.06% 3.06% 148 0 0.0% Q2 2026 Aug 11, 2026
One Capital Management, LLC History No change 39,792 7,544 0.21% 0.21% 149 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 33,929 7,505 0.18% 0.18% 150 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History Added to 35,375 7,409 0.19% 0.21% 151 +1,336 3.92% Q3 2026 Oct 07, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 33,009 7,301 0.02% 0.02% 152 0 0.0% Q2 2026 Aug 12, 2026
Aristotle Capital Boston, LLC History No change 32,804 7,256 0.49% 0.49% 153 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History No change 32,424 7,172 0.52% 0.52% 154 0 0.0% Q2 2026 Jul 24, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 33,959 7,112 0.46% 0.51% 155 +35 0.1% Q3 2026 Oct 08, 2026
Hudson Bay Capital Management LP History No change 31,637 6,998 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 30,982 6,853 0.06% 0.06% 157 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 30,949 6,845 0.03% 0.03% 158 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 30,804 6,831 0.02% 0.02% 159 0 0.0% Q2 2026 Jul 27, 2026
STEVENS CAPITAL PARTNERS History No change 30,437 6,732 1.28% 1.28% 160 0 0.0% Q2 2026 Aug 07, 2026
INSTRUMENTAL WEALTH, LLC History No change 30,417 6,728 3.41% 3.41% 161 0 0.0% Q2 2026 Jul 16, 2026
Brooklyn FI, LLC History No change 30,065 6,675 1.22% 1.22% 162 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 30,026 6,641 0.01% 0.01% 163 0 0.0% Q2 2026 Jul 30, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 30,000 6,636 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 29,847 6,602 0.16% 0.16% 165 0 0.0% Q2 2026 Jul 28, 2026
Mullaney, Keating & Wright, Inc. History No change 29,482 6,521 3.15% 3.15% 166 0 0.0% Q2 2026 Jul 14, 2026
McLean Asset Management Corp History No change 29,030 6,422 0.85% 0.85% 167 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 29,025 6,420 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 12, 2026
RWA WEALTH PARTNERS, LLC History No change 28,903 6,393 0.06% 0.06% 169 0 0.0% Q2 2026 Aug 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 28,554 6,316 0.38% 0.38% 170 0 0.0% Q2 2026 Jul 31, 2026
Financial Synergies Wealth Advisors, Inc. History No change 28,554 6,316 0.54% 0.54% 171 0 0.0% Q2 2026 Jul 17, 2026
InvesTrust History No change 28,181 6,233 2.4% 2.4% 172 0 0.0% Q2 2026 Jul 14, 2026
MidFirst Bank History No change 28,046 6,203 0.44% 0.44% 173 0 0.0% Q2 2026 Aug 07, 2026
Boston Partners History No change 28,006 6,195 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 04, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 26,855 5,940 0.3% 0.3% 175 0 0.0% Q2 2026 Aug 11, 2026
Private Advisor Group, LLC History No change 26,590 5,881 0.03% 0.03% 176 0 0.0% Q2 2026 Jul 27, 2026
Cambridge Investment Research Advisors, Inc. History No change 26,496 5,861 0.01% 0.01% 177 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 26,394 5,838 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 17, 2026
WESBANCO BANK INC History No change 26,243 5,804 0.14% 0.14% 179 0 0.0% Q2 2026 Jul 28, 2026
FELL CAPITAL MANAGEMENT /ADV History Added to 27,420 5,743 4.94% 5.07% 180 +205 0.75% Q3 2026 Oct 09, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 25,951 5,740 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 10, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 25,949 5,739 4.05% 4.05% 182 0 0.0% Q2 2026 Aug 10, 2026
Noble Family Wealth, LLC History No change 25,619 5,666 1.01% 1.01% 183 0 0.0% Q2 2026 Aug 04, 2026
Whitegate Investment Counselors, Inc. History No change 24,680 5,459 1.55% 1.55% 184 0 0.0% Q2 2026 Aug 10, 2026
BLUELINE ADVISORS LLC History No change 24,314 5,378 3.72% 3.72% 185 0 0.0% Q2 2026 Jul 27, 2026
Strategic Financial Partners, Ltd. History No change 23,822 5,269 1.99% 1.99% 186 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 23,660 5,233 0.08% 0.08% 187 0 0.0% Q2 2026 Aug 06, 2026
Risk Paradigm Group, LLC History No change 23,082 5,105 4.0% 4.0% 188 0 0.0% Q2 2026 Aug 05, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 22,757 5,033 0.3% 0.3% 189 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 22,635 5,006 0.1% 0.1% 190 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 22,620 5,003 0.08% 0.08% 191 0 0.0% Q2 2026 Aug 10, 2026
BOKF, NA History No change 22,528 4,983 0.07% 0.07% 192 0 0.0% Q2 2026 Aug 10, 2026
CITY HOLDING CO History No change 22,445 4,964 0.56% 0.56% 193 0 0.0% Q2 2026 Jul 10, 2026
Parkside Financial Bank & Trust History No change 22,409 4,956 0.34% 0.34% 194 0 0.0% Q2 2026 Sep 04, 2026
Wealthfront Advisers LLC History No change 22,218 4,914 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 07, 2026
RPg Family Wealth Advisory, LLC History No change 21,859 4,835 1.0% 1.0% 196 0 0.0% Q2 2026 Aug 04, 2026
Lido Advisors, LLC History No change 21,542 4,765 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 21,335 4,719 1.08% 1.08% 198 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 21,117 4,671 0.03% 0.03% 199 0 0.0% Q2 2026 Sep 08, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 20,676 4,573 0.6% 0.6% 200 0 0.0% Q2 2026 Jul 13, 2026
Sterling Capital Management LLC History No change 20,614 4,559 0.08% 0.08% 201 0 0.0% Q2 2026 Jul 28, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 20,545 4,544 0.38% 0.38% 202 0 0.0% Q2 2026 Jul 28, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 20,507 4,536 0.06% 0.06% 203 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Added to 21,628 4,530 0.03% 0.04% 204 +147 0.68% Q3 2026 Oct 08, 2026
BBR PARTNERS, LLC History No change 20,014 4,427 0.21% 0.21% 205 0 0.0% Q2 2026 Aug 11, 2026
Texas Yale Capital Corp. History No change 19,889 4,399 0.1% 0.1% 206 0 0.0% Q2 2026 Aug 12, 2026
Moran Wealth Management, LLC History No change 19,356 4,281 0.12% 0.12% 207 0 0.0% Q2 2026 Aug 05, 2026
Northwest Bancshares, Inc. History No change 19,185 4,243 0.76% 0.76% 208 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 19,061 4,216 0.03% 0.03% 209 0 0.0% Q2 2026 Jul 20, 2026
Atlas Brown,Inc. History Reduced 19,940 4,176 1.1% 1.19% 210 -139 -0.69% Q3 2026 Oct 09, 2026
Foundation Wealth Management, LLC\PA History No change 18,209 4,027 1.22% 1.22% 211 0 0.0% Q2 2026 Jul 21, 2026
Midwest Professional Planners, LTD. History No change 17,915 3,962 0.78% 0.78% 212 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 17,868 3,952 0.03% 0.03% 213 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Wealth, LLC History No change 17,800 3,937 0.04% 0.04% 214 0 0.0% Q2 2026 Aug 10, 2026
Sierra Capital LLC History No change 17,742 3,924 0.38% 0.38% 215 0 0.0% Q2 2026 Aug 13, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 17,727 3,921 0.5% 0.5% 216 0 0.0% Q2 2026 Aug 25, 2026
CreativeOne Wealth, LLC History No change 17,595 3,892 0.08% 0.08% 217 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT PARTNERS, LTD. History No change 17,594 3,891 1.22% 1.22% 218 0 0.0% Q2 2026 Aug 04, 2026
AE Wealth Management LLC History No change 17,506 3,871 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 03, 2026
FIRST FOUNDATION ADVISORS History No change 17,245 3,814 0.14% 0.14% 220 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 17,134 3,790 0.04% 0.04% 221 0 0.0% Q2 2026 Jul 28, 2026
D. E. Shaw & Co., Inc. History No change 17,021 3,765 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 16,945 3,748 0.14% 0.14% 223 0 0.0% Q2 2026 Jul 17, 2026
GTS SECURITIES LLC History No change 16,929 3,744 0.08% 0.08% 224 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History Reduced 17,655 3,697 0.82% 0.91% 225 -290 -1.62% Q3 2026 Oct 08, 2026
MILLENNIUM MANAGEMENT LLC History No change 16,706 3,695 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 16,634 3,679 0.05% 0.05% 227 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 15,925 3,522 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 14, 2026
TICINO WEALTH History No change 15,919 3,521 1.11% 1.11% 229 0 0.0% Q2 2026 Jul 20, 2026
Midwest Trust Co History No change 15,839 3,503 0.04% 0.04% 230 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 15,811 3,497 0.03% 0.03% 231 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 15,747 3,483 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 13, 2026
Finley Financial, LLC History No change 15,540 3,437 1.38% 1.38% 233 0 0.0% Q2 2026 Jul 08, 2026
Visionary Wealth Advisors History No change 15,436 3,414 0.13% 0.13% 234 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 15,406 3,407 0.05% 0.05% 235 0 0.0% Q2 2026 Jul 14, 2026
STOCK YARDS BANK & TRUST CO History No change 15,355 3,396 0.1% 0.1% 236 0 0.0% Q2 2026 Aug 19, 2026
Asset Management Group, Inc. History No change 15,279 3,379 0.49% 0.49% 237 0 0.0% Q2 2026 Aug 14, 2026
Kelsey Financial, LLC History No change 15,110 3,342 2.54% 2.54% 238 0 0.0% Q2 2026 Aug 10, 2026
Wealth Architects, LLC History No change 14,890 3,293 0.26% 0.26% 239 0 0.0% Q2 2026 Jul 23, 2026
Alamar Capital Management, LLC History No change 14,655 3,241 1.64% 1.64% 240 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 14,600 3,229 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 14,530 3,214 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 05, 2026
Klingman & Associates, LLC History No change 14,297 3,162 0.13% 0.13% 243 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 14,293 3,161 0.02% 0.02% 244 0 0.0% Q2 2026 Jul 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 14,167 3,133 0.04% 0.04% 245 0 0.0% Q2 2026 Jul 24, 2026
Roundview Capital LLC History No change 13,726 3,036 0.17% 0.17% 246 0 0.0% Q2 2026 Jul 30, 2026
Brady Martz Wealth Solutions, LLC History No change 13,546 2,996 0.45% 0.45% 247 0 0.0% Q2 2026 Jul 23, 2026
Hardy Reed LLC History No change 13,312 2,944 0.19% 0.19% 248 0 0.0% Q2 2026 Aug 03, 2026
Dorsey & Whitney Trust CO LLC History No change 13,283 2,938 0.14% 0.14% 249 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 13,239 2,928 0.06% 0.06% 250 0 0.0% Q2 2026 Jul 17, 2026
LMG Wealth Partners, LLC History No change 13,166 2,912 0.47% 0.47% 251 0 0.0% Q2 2026 Aug 12, 2026
WealthPlan Investment Management, LLC History No change 13,073 2,891 0.14% 0.14% 252 0 0.0% Q2 2026 Jul 28, 2026
BHK Investment Advisors, LLC History No change 13,021 2,880 0.86% 0.86% 253 0 0.0% Q2 2026 Jul 28, 2026
Snowden Capital Advisors LLC History No change 12,981 2,871 0.07% 0.07% 254 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 12,891 2,852 0.08% 0.08% 255 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON TRUST BANK History No change 12,786 2,828 0.2% 0.2% 256 0 0.0% Q2 2026 Aug 05, 2026
Allegheny Financial Group History No change 12,744 2,819 0.3% 0.3% 257 0 0.0% Q2 2026 Jul 22, 2026
REGIONS FINANCIAL CORP History No change 12,714 2,812 0.02% 0.02% 258 0 0.0% Q2 2026 Aug 10, 2026
VANCE WEALTH, LLC History No change 12,667 2,801 0.63% 0.63% 259 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 12,579 2,782 0.17% 0.17% 260 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER & CO INC History No change 12,496 2,764 0.03% 0.03% 261 0 0.0% Q2 2026 Aug 03, 2026
Penobscot Investment Management Company, Inc. History No change 12,347 2,731 0.19% 0.19% 262 0 0.0% Q2 2026 Jul 24, 2026
ATLAS CAPITAL ADVISORS INC. History No change 12,316 2,724 0.3% 0.3% 263 0 0.0% Q2 2026 Aug 13, 2026
J2 Capital Management Inc History No change 12,297 2,720 1.83% 1.83% 264 0 0.0% Q2 2026 Jul 20, 2026
Meramec Financial Planners, LLC History No change 12,210 2,712 0.99% 0.99% 265 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 12,247 2,709 0.04% 0.04% 266 0 0.0% Q2 2026 Aug 05, 2026
CIBC WORLD MARKET INC. History No change 12,188 2,695 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Towerpoint Wealth, LLC History No change 12,080 2,672 0.92% 0.92% 268 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Partners, LTD. History No change 12,054 2,666 0.03% 0.03% 269 0 0.0% Q2 2026 Aug 11, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 11,890 2,630 0.97% 0.97% 270 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD SECURITIES, INC. History No change 11,888 2,629 0.15% 0.15% 271 0 0.0% Q2 2026 Jul 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 11,858 2,622 0.06% 0.06% 272 0 0.0% Q2 2026 Jul 20, 2026
Onyx Bridge Wealth Group LLC History No change 11,739 2,596 0.23% 0.23% 273 0 0.0% Q2 2026 Jul 23, 2026
FAS Wealth Partners, Inc. History No change 11,663 2,579 0.13% 0.13% 274 0 0.0% Q2 2026 Jul 29, 2026
Apella Capital, LLC History Added to 12,209 2,564 0.03% 0.02% 275 +7,219 144.67% Q3 2026 Oct 08, 2026
HRT FINANCIAL LP History No change 11,541 2,552 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 11,471 2,537 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 12, 2026
Pointe Capital Management LLC History No change 11,300 2,499 1.12% 1.12% 278 0 0.0% Q2 2026 Aug 14, 2026
Performa Ltd (US), LLC History No change 11,084 2,451 0.4% 0.4% 279 0 0.0% Q2 2026 Aug 03, 2026
SVB WEALTH LLC History No change 11,058 2,445 0.15% 0.15% 280 0 0.0% Q2 2026 Jul 17, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 11,049 2,444 0.99% 0.99% 281 0 0.0% Q2 2026 Jul 14, 2026
Wealth Advisory Solutions, LLC History No change 10,715 2,370 0.49% 0.49% 282 0 0.0% Q2 2026 Jul 24, 2026
Falcon Wealth Planning History No change 10,575 2,339 0.15% 0.15% 283 0 0.0% Q2 2026 Jul 13, 2026
SkyOak Wealth, LLC History No change 10,538 2,331 0.38% 0.38% 284 0 0.0% Q2 2026 Jul 30, 2026
JMG Financial Group, Ltd. History No change 10,479 2,317 0.06% 0.06% 285 0 0.0% Q2 2026 Jul 31, 2026
Addison Capital Co History No change 10,244 2,265 0.37% 0.37% 286 0 0.0% Q2 2026 Aug 04, 2026
Squire Investment Management Company, LLC History No change 10,189 2,253 0.54% 0.54% 287 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 10,182 2,252 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 10,147 2,244 0.02% 0.02% 289 0 0.0% Q2 2026 Jul 28, 2026
NWAM LLC History No change 10,126 2,239 0.11% 0.11% 290 0 0.0% Q2 2026 Jul 23, 2026
QUADRANT CAPITAL GROUP LLC History No change 10,056 2,224 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 10,009 2,213 0.04% 0.04% 292 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 9,991 2,210 0.05% 0.05% 293 0 0.0% Q2 2026 Jul 28, 2026
Vawter Financial, Ltd. History No change 9,931 2,196 0.83% 0.83% 294 0 0.0% Q2 2026 Jul 24, 2026
Envestnet Portfolio Solutions, Inc. History No change 9,930 2,196 0.01% 0.01% 295 0 0.0% Q2 2026 Sep 23, 2026
Legacy Edge Advisors, LLC History No change 9,783 2,164 0.2% 0.2% 296 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 9,756 2,157 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 11,371 2,155 0.09% 0.09% 298 0 0.0% Q2 2026 Jul 09, 2026
Vanguard National Trust Co History No change 9,710 2,147 0.12% 0.12% 299 0 0.0% Q2 2026 Aug 13, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 9,909 2,138 1.3% 1.3% 300 0 0.0% Q2 2026 Jul 31, 2026
FIRST CITIZENS BANK & TRUST CO History No change 9,657 2,136 0.03% 0.03% 301 0 0.0% Q2 2026 Jul 13, 2026
Weinberger Asset Management, Inc History No change 9,639 2,132 0.68% 0.68% 302 0 0.0% Q2 2026 Aug 05, 2026
TORONTO DOMINION BANK History No change 9,612 2,126 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
Eukles Asset Management History No change 9,528 2,107 0.87% 0.87% 304 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 9,476 2,096 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 20, 2026
FIRST MANHATTAN CO. LLC. History No change 9,410 2,081 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 9,337 2,065 0.18% 0.18% 307 0 0.0% Q2 2026 Jul 30, 2026
Blue Trust, Inc. History No change 9,316 2,060 0.02% 0.02% 308 0 0.0% Q2 2026 Jul 21, 2026
Legacy Bridge, LLC History No change 9,285 2,053 0.63% 0.63% 309 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 9,154 2,024 0.09% 0.09% 310 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 9,114 2,024 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 9,114 2,024 0.03% 0.03% 312 0 0.0% Q2 2026 Jul 29, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 9,095 2,011 0.12% 0.12% 313 0 0.0% Q2 2026 Aug 13, 2026
Nest Investments, LLC History No change 9,084 2,009 1.53% 1.53% 314 0 0.0% Q2 2026 Aug 14, 2026
Wealth Dimensions Group, Ltd. History No change 9,080 2,008 0.36% 0.36% 315 0 0.0% Q2 2026 Jul 22, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 9,032 1,997 0.08% 0.08% 316 0 0.0% Q2 2026 Aug 05, 2026
CITIGROUP INC History No change 8,967 1,983 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 03, 2026
Atlas Legacy Advisors, LLC History No change 8,899 1,968 0.29% 0.29% 318 0 0.0% Q2 2026 Jul 31, 2026
COZAD ASSET MANAGEMENT INC History No change 8,881 1,964 0.13% 0.13% 319 0 0.0% Q2 2026 Aug 14, 2026
SilverOak Wealth Management LLC History No change 8,859 1,959 0.25% 0.25% 320 0 0.0% Q2 2026 Jul 29, 2026
Relyea Zuckerberg Hanson LLC History No change 8,752 1,936 0.16% 0.16% 321 0 0.0% Q2 2026 Jul 16, 2026
Rehmann Capital Advisory Group History No change 8,665 1,916 0.09% 0.09% 322 0 0.0% Q2 2026 Aug 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 8,608 1,904 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 8,562 1,893 0.03% 0.03% 324 0 0.0% Q2 2026 Aug 10, 2026
HBK Sorce Advisory LLC History No change 8,367 1,883 0.04% 0.04% 325 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 8,502 1,880 0.03% 0.03% 326 0 0.0% Q2 2026 Jul 20, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 8,472 1,873 1.42% 1.42% 327 0 0.0% Q2 2026 Aug 07, 2026
Windward Private Wealth Management Inc. History No change 8,292 1,834 0.59% 0.59% 328 0 0.0% Q2 2026 Aug 04, 2026
Jefferies Financial Group Inc. History No change 8,229 1,820 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 17, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 8,673 1,816 0.17% 0.18% 330 -124 -1.41% Q3 2026 Oct 08, 2026
626 Financial, LLC History No change 8,151 1,803 0.7% 0.7% 331 0 0.0% Q2 2026 Jul 27, 2026
Stordahl Capital Management, Inc. History No change 8,150 1,802 0.33% 0.33% 332 0 0.0% Q2 2026 Jul 14, 2026
Retirement Planning Group, LLC History No change 8,121 1,796 0.05% 0.05% 333 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 7,977 1,764 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 7,858 1,738 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 05, 2026
Altiora Financial Group, LLC History No change 7,831 1,732 0.27% 0.27% 336 0 0.0% Q2 2026 Aug 07, 2026
Argent Trust Co History No change 7,805 1,726 0.05% 0.05% 337 0 0.0% Q2 2026 Aug 06, 2026
Villanova Investment Management Co LLC History No change 7,738 1,711 1.62% 1.62% 338 0 0.0% Q2 2026 Jul 28, 2026
American Financial Advisors, LLC History No change 7,721 1,707 0.21% 0.21% 339 0 0.0% Q2 2026 Jul 14, 2026
Neuberger Berman Group LLC History No change 7,643 1,690 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 7,625 1,686 0.08% 0.08% 341 0 0.0% Q2 2026 Aug 03, 2026
Frederick Financial Consultants, LLC History No change 7,625 1,686 0.72% 0.72% 342 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 7,579 1,676 0.02% 0.02% 343 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 7,566 1,674 0.05% 0.05% 344 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 7,488 1,656 0.03% 0.03% 345 0 0.0% Q2 2026 Jul 09, 2026
Rothschild Capital Partners, LLC History No change 7,395 1,635 0.35% 0.35% 346 0 0.0% Q2 2026 Aug 14, 2026
SAXON INTERESTS, INC. History No change 7,296 1,613 0.45% 0.45% 347 0 0.0% Q2 2026 Aug 12, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 7,289 1,612 0.49% 0.49% 348 0 0.0% Q2 2026 Jul 29, 2026
PITTENGER & ANDERSON INC History No change 7,125 1,576 0.06% 0.06% 349 0 0.0% Q2 2026 Jul 27, 2026
PDS Planning, Inc History No change 7,096 1,569 0.09% 0.09% 350 0 0.0% Q2 2026 Aug 05, 2026
Bryn Mawr Trust Advisors, LLC History No change 7,080 1,566 0.07% 0.07% 351 0 0.0% Q2 2026 Aug 03, 2026
Rodgers & Associates, LTD History No change 7,021 1,553 0.14% 0.14% 352 0 0.0% Q2 2026 Jul 21, 2026
Veery Capital, LLC History Reduced 7,373 1,544 0.41% 0.46% 353 -329 -4.27% Q3 2026 Oct 07, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 6,976 1,543 0.57% 0.57% 354 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 6,961 1,539 0.04% 0.04% 355 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Wealth Advisors, Inc. History No change 6,906 1,527 0.32% 0.32% 356 0 0.0% Q2 2026 Jul 17, 2026
Heck Capital Advisors, LLC History No change 6,875 1,520 0.09% 0.09% 357 0 0.0% Q2 2026 Jul 10, 2026
Greenspring Advisors, LLC History No change 6,722 1,486 0.08% 0.08% 358 0 0.0% Q2 2026 Aug 11, 2026
Harbour Capital Advisors, LLC History No change 6,755 1,485 0.27% 0.27% 359 0 0.0% Q2 2026 Jul 15, 2026
LOWERY THOMAS, LLC History No change 6,666 1,474 0.72% 0.72% 360 0 0.0% Q2 2026 Jul 29, 2026
Valeo Financial Advisors, LLC History Added to 7,029 1,472 0.03% 0.03% 361 +90 1.3% Q3 2026 Oct 08, 2026
HighMark Wealth Management LLC History No change 6,475 1,432 0.48% 0.48% 362 0 0.0% Q2 2026 Aug 12, 2026
Fifth Third Wealth Advisors LLC History No change 6,468 1,430 0.04% 0.04% 363 0 0.0% Q2 2026 Jul 17, 2026
Private Wealth Asset Management, LLC History No change 6,463 1,429 0.14% 0.14% 364 0 0.0% Q2 2026 Aug 11, 2026
Aletheian Wealth Advisors LLC History Added to 6,805 1,425 0.57% 0.62% 365 +253 3.86% Q3 2026 Oct 08, 2026
LMCG INVESTMENTS, LLC History No change 6,441 1,424 0.08% 0.08% 366 0 0.0% Q2 2026 Jul 22, 2026
Performance Wealth Partners, LLC History No change 6,431 1,422 0.04% 0.04% 367 0 0.0% Q2 2026 Aug 07, 2026
EARNEST PARTNERS LLC History No change 6,369 1,408 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 13, 2026
INSIGHT 2811, INC. History No change 6,250 1,382 0.53% 0.53% 369 0 0.0% Q2 2026 Aug 11, 2026
Calydon Capital History No change 6,243 1,381 0.2% 0.2% 370 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 6,179 1,366 0.04% 0.04% 371 0 0.0% Q2 2026 Aug 11, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 6,131 1,356 0.88% 0.88% 372 0 0.0% Q2 2026 Jul 28, 2026
Evanson Financial, LLC History No change 6,061 1,340 0.07% 0.07% 373 0 0.0% Q2 2026 Jul 07, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 6,052 1,338 0.07% 0.07% 374 0 0.0% Q2 2026 Jul 31, 2026
Grey Fox Wealth Advisors, LLC History No change 6,008 1,328 0.21% 0.21% 375 0 0.0% Q2 2026 Jul 17, 2026
First Bancorp, Inc /ME/ History No change 6,000 1,327 0.52% 0.52% 376 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 5,972 1,320 0.03% 0.03% 377 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 5,903 1,305 0.04% 0.04% 378 0 0.0% Q2 2026 Aug 14, 2026
Disciplined Investments, LLC History No change 5,873 1,299 0.42% 0.42% 379 0 0.0% Q2 2026 Aug 07, 2026
McAdam, LLC History No change 5,838 1,291 0.05% 0.05% 380 0 0.0% Q2 2026 Aug 04, 2026
Crescent Grove Advisors, LLC History No change 5,835 1,290 0.11% 0.11% 381 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 5,822 1,287 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 12, 2026
Coppell Advisory Solutions LLC History No change 456 1,282 0.11% 0.11% 383 0 0.0% Q2 2026 Aug 14, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 5,784 1,279 0.16% 0.16% 384 0 0.0% Q2 2026 Aug 05, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 5,716 1,264 0.06% 0.06% 385 0 0.0% Q2 2026 Jul 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,718 1,264 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 5,700 1,260 0.03% 0.03% 387 0 0.0% Q2 2026 Jul 30, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 5,678 1,256 0.09% 0.09% 388 0 0.0% Q2 2026 Aug 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 5,612 1,241 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 5,588 1,236 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 27, 2026
Ashton Thomas Private Wealth, LLC History No change 5,568 1,231 0.03% 0.03% 391 0 0.0% Q2 2026 Jul 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 5,508 1,218 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
Bright Futures Wealth Management, LLC. History No change 5,504 1,217 0.79% 0.79% 393 0 0.0% Q2 2026 Jul 24, 2026
Affinity Capital Advisors, LLC History No change 5,471 1,213 0.15% 0.15% 394 0 0.0% Q2 2026 Jul 08, 2026
Integrated Advisors Network LLC History No change 5,460 1,207 0.06% 0.06% 395 0 0.0% Q2 2026 Aug 11, 2026
Maxele Advisors, LLC History No change 5,434 1,202 0.84% 0.84% 396 0 0.0% Q2 2026 Aug 14, 2026
Financial Guidance Group, Inc. History No change 5,410 1,196 0.45% 0.45% 397 0 0.0% Q2 2026 Jul 22, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 5,393 1,192 0.12% 0.12% 398 0 0.0% Q2 2026 Jul 24, 2026
MONEY CONCEPTS CAPITAL CORP History No change 5,371 1,188 0.06% 0.06% 399 0 0.0% Q2 2026 Aug 04, 2026
EQUITABLE TRUST CO History No change 5,370 1,187 0.05% 0.05% 400 0 0.0% Q2 2026 Jul 23, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 5,328 1,178 0.01% 0.01% 401 0 0.0% Q2 2026 Jul 30, 2026
BIP Wealth, LLC History No change 5,323 1,177 0.03% 0.03% 402 0 0.0% Q2 2026 Aug 03, 2026
Horizon Investments, LLC History No change 5,320 1,176 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 13, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 5,303 1,173 0.63% 0.63% 404 0 0.0% Q2 2026 Aug 07, 2026
Clarion Wealth Managment Partners, LLC History No change 5,300 1,172 0.95% 0.95% 405 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 5,274 1,166 0.06% 0.06% 406 0 0.0% Q2 2026 Jul 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 5,251 1,161 0.02% 0.02% 407 0 0.0% Q2 2026 Jul 28, 2026
Carbahal Olsen Financial Services Group, LLC History No change 5,242 1,159 0.8% 0.8% 408 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 5,210 1,152 0.04% 0.04% 409 0 0.0% Q2 2026 Aug 10, 2026
CULBERTSON A N & CO INC History No change 5,151 1,139 0.13% 0.13% 410 0 0.0% Q2 2026 Jul 29, 2026
NorthRock Partners, LLC History No change 5,136 1,135 0.02% 0.02% 411 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 5,127 1,134 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 27, 2026
Bedel Financial Consulting, Inc. History No change 5,121 1,132 0.11% 0.11% 413 0 0.0% Q2 2026 Jul 29, 2026
CI INVESTMENTS INC. History No change 5,059 1,119 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 5,298 1,109 0.03% 0.03% 415 -130 -2.39% Q3 2026 Oct 05, 2026
Wealth Care LLC History No change 5,000 1,106 0.9% 0.9% 416 0 0.0% Q2 2026 Jul 15, 2026
E&G Advisors, LLC History No change 4,996 1,105 0.21% 0.21% 417 0 0.0% Q2 2026 Jul 23, 2026
BRIGHTON JONES LLC History No change 4,995 1,104 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 11, 2026
MMA ASSET MANAGEMENT LLC History No change 4,995 1,104 0.35% 0.35% 419 0 0.0% Q2 2026 Aug 04, 2026
Checchi Capital Advisers, LLC History No change 4,967 1,098 0.05% 0.05% 420 0 0.0% Q2 2026 Aug 04, 2026
BECKER CAPITAL MANAGEMENT INC History No change 4,925 1,089 0.03% 0.03% 421 0 0.0% Q2 2026 Jul 31, 2026
Vise Technologies, Inc. History No change 4,925 1,089 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 10, 2026
Renasant Bank History No change 4,903 1,084 0.7% 0.7% 423 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 4,891 1,081 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 4,874 1,078 0.16% 0.16% 425 0 0.0% Q2 2026 Jul 21, 2026
VAUGHAN & Co SECURITIES, INC. History No change 4,869 1,077 0.5% 0.5% 426 0 0.0% Q2 2026 Aug 03, 2026
Retirement Investment Advisors, Inc. History No change 4,898 1,076 0.08% 0.08% 427 0 0.0% Q2 2026 Jul 15, 2026
UMB Bank, n.a. History No change 4,857 1,074 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 4,851 1,073 0.39% 0.39% 429 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 4,845 1,071 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,812 1,064 0.01% 0.01% 431 0 0.0% Q2 2026 Sep 23, 2026
ARK & TLK INVESTMENTS, LLC History No change 4,804 1,062 0.26% 0.26% 432 0 0.0% Q2 2026 Jul 20, 2026
DAVIDSON TRUST CO History Reduced 4,999 1,046 0.41% 0.44% 433 -98 -1.92% Q3 2026 Oct 09, 2026
Diversified Investment Strategies, LLC History No change 4,732 1,046 0.68% 0.68% 434 0 0.0% Q2 2026 Jul 27, 2026
Cascade Financial Partners, LLC History No change 4,733 1,046 0.09% 0.09% 435 0 0.0% Q2 2026 Aug 04, 2026
Opus Capital Group, LLC History No change 4,694 1,038 0.1% 0.1% 436 0 0.0% Q2 2026 Jul 31, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 4,690 1,037 0.7% 0.7% 437 0 0.0% Q2 2026 Jul 22, 2026
Wedmont Private Capital History New 4,880 1,029 0.02% — 438 +4,880 New Q3 2026 Oct 09, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 4,604 1,018 0.08% 0.08% 439 0 0.0% Q2 2026 Jul 28, 2026
Guidance Point Advisors, LLC History No change 4,568 1,012 0.21% 0.21% 440 0 0.0% Q2 2026 Jul 31, 2026
MWA Asset Management History No change 4,541 1,004 0.45% 0.45% 441 0 0.0% Q2 2026 Jul 31, 2026
PINNACLE ASSOCIATES LTD History No change 4,531 1,002 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 03, 2026
Naviter Wealth, LLC History No change 4,439 981 0.09% 0.09% 443 0 0.0% Q2 2026 Aug 07, 2026
Firestone Capital Management History No change 4,422 978 0.18% 0.18% 444 0 0.0% Q2 2026 Jul 31, 2026
Center for Financial Planning, Inc. History No change 4,425 978 0.09% 0.09% 445 0 0.0% Q2 2026 Jul 21, 2026
Bricktown Capital, LLC History No change 4,386 970 0.18% 0.18% 446 0 0.0% Q2 2026 Jul 15, 2026
DRAVO BAY LLC History No change 4,385 969 0.34% 0.34% 447 0 0.0% Q2 2026 Aug 11, 2026
Widmann Financial Services, Inc. History No change 4,330 957 0.51% 0.51% 448 0 0.0% Q2 2026 Aug 14, 2026
Auxano Advisors, LLC History No change 4,284 947 0.18% 0.18% 449 0 0.0% Q2 2026 Aug 07, 2026
Garde Capital, Inc. History No change 4,279 946 0.04% 0.04% 450 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 4,895 944 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 13, 2026
CHEMUNG CANAL TRUST CO History No change 4,242 938 0.17% 0.17% 452 0 0.0% Q2 2026 Jul 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,237 937 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 12, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,197 928 0.02% 0.02% 454 0 0.0% Q2 2026 Jul 31, 2026
National Philanthropic Trust History No change 4,139 915 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 14, 2026
Arista Wealth Management, LLC History No change 4,126 912 0.1% 0.1% 456 0 0.0% Q2 2026 Jul 08, 2026
Composition Wealth, LLC History No change 4,111 909 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 22, 2026
CARDIFF PARK ADVISORS, LLC History No change 4,102 907 0.07% 0.07% 458 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 4,110 906 0.02% 0.02% 459 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Retirement, LLC History No change 4,095 905 0.05% 0.05% 460 0 0.0% Q2 2026 Aug 12, 2026
TAGStone Capital, Inc. History No change 4,085 903 0.29% 0.29% 461 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 4,056 897 0.07% 0.07% 462 0 0.0% Q2 2026 Jul 28, 2026
Connecticut Wealth Management, LLC History No change 4,018 888 0.03% 0.03% 463 0 0.0% Q2 2026 Jul 29, 2026
Aprio Wealth Management, LLC History No change 4,016 888 0.04% 0.04% 464 0 0.0% Q2 2026 Jul 24, 2026
Tillman Hartley LLC History No change 3,975 879 0.2% 0.2% 465 0 0.0% Q2 2026 Aug 06, 2026
Plum Street Advisors, LLC History No change 3,937 870 0.28% 0.28% 466 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History No change 3,923 867 0.05% 0.05% 467 0 0.0% Q2 2026 Jul 27, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 3,920 867 0.59% 0.59% 468 0 0.0% Q2 2026 Jul 15, 2026
Stegner Investment Associates Inc. History No change 3,905 863 0.41% 0.41% 469 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 3,880 858 0.03% 0.03% 470 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 3,866 855 0.03% 0.03% 471 0 0.0% Q2 2026 Aug 07, 2026
DWR WEALTH MANAGEMENT, LLC History No change 3,868 855 0.64% 0.64% 472 0 0.0% Q2 2026 Jul 07, 2026
Gladstone Institutional Advisory LLC History No change 3,856 853 0.03% 0.03% 473 0 0.0% Q2 2026 Jul 27, 2026
Kaufman Rossin Wealth, LLC History No change 3,887 853 0.4% 0.4% 474 0 0.0% Q2 2026 Jul 16, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 3,848 851 0.11% 0.11% 475 0 0.0% Q2 2026 Aug 11, 2026
Bishop & Co Investment Management, LLC History No change 3,821 845 0.26% 0.26% 476 0 0.0% Q2 2026 Jul 22, 2026
Perigon Wealth Management, LLC History No change 3,790 838 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 3,791 838 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 06, 2026
Eagle Strategies LLC History No change 3,780 836 0.08% 0.08% 479 0 0.0% Q2 2026 Jul 21, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 3,753 830 0.19% 0.19% 480 0 0.0% Q2 2026 Jul 20, 2026
WELCH & FORBES LLC History No change 3,742 827 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 30, 2026
Foster Group, Inc. History No change 3,740 827 0.02% 0.02% 482 0 0.0% Q2 2026 Jul 07, 2026
Ascent Group, LLC History No change 3,696 817 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 3,895 815 0.23% 0.26% 484 +8 0.21% Q3 2026 Oct 07, 2026
Prospera Financial Services Inc History No change 3,671 812 0.01% 0.01% 485 0 0.0% Q2 2026 Jul 15, 2026
Rialto Wealth Management, LLC History No change 3,644 806 0.16% 0.16% 486 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 3,626 802 0.05% 0.05% 487 0 0.0% Q2 2026 Jul 21, 2026
Palisades Hudson Asset Management, L.P. History No change 3,624 802 0.28% 0.28% 488 0 0.0% Q2 2026 Aug 07, 2026
KLINGENSTEIN FIELDS & CO LP History No change 3,582 792 0.03% 0.03% 489 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 3,578 791 0.02% 0.02% 490 0 0.0% Q2 2026 Jul 07, 2026
Belpointe Asset Management LLC History No change 3,546 784 0.03% 0.03% 491 0 0.0% Q2 2026 Jul 31, 2026
Chicago Capital, LLC History No change 3,511 776 0.02% 0.02% 492 0 0.0% Q2 2026 Jul 27, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 3,508 775 0.25% 0.25% 493 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 3,482 771 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 11, 2026
Magnus Financial Group LLC History No change 3,475 768 0.05% 0.05% 495 0 0.0% Q2 2026 Jul 09, 2026
Diversified Portfolios, Inc. History No change 3,472 767 0.06% 0.06% 496 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 3,461 765 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 07, 2026
Pine Valley Investments Ltd Liability Co History No change 3,442 761 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 24, 2026
American Wealth Advisors, LLC History No change 3,403 752 0.71% 0.71% 499 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 3,385 748 0.04% 0.04% 500 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 3,365 744 0.08% 0.08% 501 0 0.0% Q2 2026 Jul 10, 2026
Sound View Wealth Advisors Group, LLC History No change 3,355 742 0.05% 0.05% 502 0 0.0% Q2 2026 Aug 11, 2026
Capital Group Private Client Services, Inc. History No change 3,344 739 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History No change 3,337 738 0.02% 0.02% 504 0 0.0% Q2 2026 Jul 27, 2026
Curtis Advisory Group, LLC History No change 3,321 734 0.14% 0.14% 505 0 0.0% Q2 2026 Jul 29, 2026
Intrepid Financial Planning Group LLC History No change 3,302 730 0.25% 0.25% 506 0 0.0% Q2 2026 Aug 12, 2026
Evercore Wealth Management, LLC History No change 3,300 729 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,284 726 0.06% 0.06% 508 0 0.0% Q2 2026 Aug 14, 2026
Yardley Wealth Management LLC History No change 3,275 724 0.33% 0.33% 509 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 3,265 722 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 04, 2026
McKinley Carter Wealth Services, Inc. History No change 3,263 721 0.04% 0.04% 511 0 0.0% Q2 2026 Jul 28, 2026
BARCLAYS PLC History No change 3,258 720 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 14, 2026
Hirtle & Co., LLC History No change 3,253 719 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 3,249 718 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 3,226 713 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 3,403 712 0.02% 0.03% 516 0 0.0% Q3 2026 Oct 08, 2026
Forum Financial Management, LP History No change 3,213 710 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 23, 2026
Smith Thornton Advisors LLC History No change 3,225 708 0.31% 0.31% 518 0 0.0% Q2 2026 Jul 14, 2026
Capula Management Ltd History No change 3,185 704 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 14, 2026
Smithfield Trust Co History No change 3,222 698 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 05, 2026
KDK Private Wealth Management, LLC History No change 3,159 698 0.58% 0.58% 521 0 0.0% Q2 2026 Aug 12, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 3,153 697 0.09% 0.09% 522 0 0.0% Q2 2026 Jul 20, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 3,129 692 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 3,128 691 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 3,128 691 0.03% 0.03% 525 0 0.0% Q2 2026 Jul 23, 2026
First Western Trust Bank History No change 3,108 687 0.03% 0.03% 526 0 0.0% Q2 2026 Jul 29, 2026
IHT Wealth Management, LLC History No change 3,079 681 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 3,082 681 0.04% 0.04% 528 0 0.0% Q2 2026 Jul 15, 2026
Ullmann Wealth Partners Group, LLC History No change 3,077 680 0.06% 0.06% 529 0 0.0% Q2 2026 Aug 10, 2026
Key FInancial Inc History No change 3,062 677 0.11% 0.11% 530 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 3,045 673 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 18, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,041 672 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 04, 2026
True North Advisors, LLC History No change 3,029 670 0.06% 0.06% 533 0 0.0% Q2 2026 Jul 22, 2026
Strategies Wealth Advisors, LLC History No change 3,033 670 0.06% 0.06% 534 0 0.0% Q2 2026 Aug 14, 2026
Friday Financial History Added to 3,178 669 0.13% 0.14% 537 +773 32.14% Q3 2026 Oct 09, 2026
Embree Financial Group History No change 3,027 669 0.07% 0.07% 535 0 0.0% Q2 2026 Jul 15, 2026
Sage Capital Management, LLC History No change 3,023 669 0.26% 0.26% 536 0 0.0% Q2 2026 Jul 20, 2026
Accurate Wealth Management, LLC History No change 3,040 668 0.06% 0.06% 538 0 0.0% Q2 2026 Jul 14, 2026
Quantbot Technologies LP History No change 3,000 663 0.03% 0.03% 539 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 3,000 663 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 3,000 663 0.13% 0.13% 541 0 0.0% Q2 2026 Jul 15, 2026
Riverbend Wealth Management, LLC History No change 3,000 663 0.33% 0.33% 542 0 0.0% Q2 2026 Jul 22, 2026
BENJAMIN EDWARDS INC History No change 2,996 662 0.01% 0.01% 543 0 0.0% Q2 2026 Jul 24, 2026
Icon Wealth Advisors, LLC History No change 2,993 662 0.04% 0.04% 544 0 0.0% Q2 2026 Aug 05, 2026
CFG Wealth Management Services, Inc. History No change 3,193 662 0.62% 0.62% 545 0 0.0% Q2 2026 Jul 15, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 2,989 661 0.2% 0.2% 546 0 0.0% Q2 2026 Jul 31, 2026
Caldwell Trust Co History No change 2,987 660 0.05% 0.05% 547 0 0.0% Q2 2026 Aug 03, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 2,983 659 0.04% 0.04% 548 0 0.0% Q2 2026 Jul 31, 2026
ST GERMAIN D J CO INC History No change 2,976 658 0.02% 0.02% 549 0 0.0% Q2 2026 Jul 21, 2026
Apollon Wealth Management, LLC History No change 2,977 658 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 22, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,926 647 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 20, 2026
Broadview Financial Management, LLC History No change 2,929 647 0.4% 0.4% 552 0 0.0% Q2 2026 Aug 12, 2026
Maltin Wealth Management, Inc. History No change 2,927 647 0.22% 0.22% 553 0 0.0% Q2 2026 Jul 22, 2026
Vienna Asset Management LLC History No change 2,927 647 0.45% 0.45% 554 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,903 642 0.02% 0.02% 555 0 0.0% Q2 2026 Jul 31, 2026
HighPoint Advisor Group LLC History No change 2,906 642 0.02% 0.02% 556 0 0.0% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History No change 2,899 641 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 2,891 639 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 11, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,884 637 0.06% 0.06% 559 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,875 635 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 14, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 2,863 633 0.09% 0.09% 561 0 0.0% Q2 2026 Aug 12, 2026
St. Clair Advisors, LLC History No change 2,856 631 0.16% 0.16% 562 0 0.0% Q2 2026 Jul 06, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,829 625 0.04% 0.04% 563 0 0.0% Q2 2026 Aug 03, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 2,806 620 0.06% 0.06% 564 0 0.0% Q2 2026 Jul 29, 2026
SHAKER INVESTMENTS LLC/OH History No change 2,800 619 0.22% 0.22% 565 0 0.0% Q2 2026 Jul 15, 2026
Creekside Partners History No change 2,749 608 0.22% 0.22% 566 0 0.0% Q2 2026 Jul 30, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 2,896 606 0.05% 0.05% 567 0 0.0% Q3 2026 Oct 07, 2026
DAVENPORT & Co LLC History No change 2,739 605 0.0% 0.0% 568 0 0.0% Q2 2026 Jul 13, 2026
HUB Investment Partners, LLC History No change 2,728 603 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 31, 2026
Financial Solutions Advisory Group, Inc. History No change 2,750 603 0.08% 0.08% 570 0 0.0% Q2 2026 Jul 13, 2026
Procyon Advisors, LLC History No change 2,715 600 0.03% 0.03% 571 0 0.0% Q2 2026 Jul 09, 2026
SCS Capital Management LLC History No change 2,706 598 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History No change 2,704 598 0.01% 0.01% 573 0 0.0% Q2 2026 Jul 31, 2026
American State Bank (Iowa) History No change 2,706 598 0.24% 0.24% 574 0 0.0% Q2 2026 Jul 09, 2026
MATHER GROUP, LLC. History No change 2,686 594 0.01% 0.01% 575 0 0.0% Q2 2026 Jul 27, 2026
PENNINGTON PARTNERS & CO., LLC History No change 2,680 592 0.19% 0.19% 576 0 0.0% Q2 2026 Aug 14, 2026
APPLETON PARTNERS INC/MA History No change 2,654 587 0.04% 0.04% 577 0 0.0% Q2 2026 Jul 21, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,658 587 0.06% 0.06% 578 0 0.0% Q2 2026 Jul 27, 2026
Legacy Advisors, LLC History No change 2,654 587 0.05% 0.05% 579 0 0.0% Q2 2026 Jul 24, 2026
Total Clarity Wealth Management, Inc. History No change 2,650 586 0.11% 0.11% 580 0 0.0% Q2 2026 Jul 23, 2026
Berkeley, Inc History No change 2,629 581 0.18% 0.18% 581 0 0.0% Q2 2026 Jul 24, 2026
CROBAN History No change 2,611 577 0.25% 0.25% 582 0 0.0% Q2 2026 Aug 03, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 2,600 575 0.04% 0.04% 583 0 0.0% Q2 2026 Jul 16, 2026
Valmark Advisers, Inc. History No change 2,595 574 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 2,587 572 0.02% 0.02% 585 0 0.0% Q2 2026 Jul 15, 2026
Legacy Trust History No change 2,568 568 0.1% 0.1% 586 0 0.0% Q2 2026 Jul 31, 2026
Oak Barrel Wealth Advisory LLC History No change 2,568 568 0.25% 0.25% 587 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,551 564 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 17, 2026
RED REEF ADVISORS LLC History No change 2,554 564 0.52% 0.52% 589 0 0.0% Q2 2026 Jul 23, 2026
MYCIO WEALTH PARTNERS, LLC History No change 2,548 563 0.11% 0.11% 590 0 0.0% Q2 2026 Aug 12, 2026
SAGE FINANCIAL GROUP INC History No change 2,520 557 0.03% 0.03% 591 0 0.0% Q2 2026 Jul 21, 2026
Stonebridge Financial Planning Group, LLC History No change 2,522 557 0.18% 0.18% 592 0 0.0% Q2 2026 Jul 31, 2026
Sharp Wealth Advisory, LLC History No change 2,515 556 0.26% 0.26% 593 0 0.0% Q2 2026 Jul 24, 2026
BTC Capital Management, Inc. History No change 2,496 552 0.03% 0.03% 594 0 0.0% Q2 2026 Jul 16, 2026
Empower Advisory Group, LLC History No change 2,482 549 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 12, 2026
Trust Point Inc. History No change 2,472 546 0.05% 0.05% 596 0 0.0% Q2 2026 Jul 08, 2026
Paulson Wealth Management Inc. History No change 2,467 545 0.12% 0.12% 597 0 0.0% Q2 2026 Aug 04, 2026
NBT BANK, N.A. History No change 2,462 544 0.04% 0.04% 598 0 0.0% Q2 2026 Jul 29, 2026
Elm Partners Management LLC History No change 2,451 542 0.02% 0.02% 599 0 0.0% Q2 2026 Oct 07, 2026
Versant Capital Management, Inc History No change 2,584 541 0.05% 0.05% 600 0 0.0% Q3 2026 Oct 01, 2026
Savvy Advisors, Inc. History No change 2,449 541 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 03, 2026
EverSource Wealth Advisors, LLC History No change 2,443 540 0.02% 0.02% 602 0 0.0% Q2 2026 Jul 24, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 2,445 540 0.13% 0.13% 603 0 0.0% Q2 2026 Aug 10, 2026
Strategic Blueprint, LLC History No change 2,440 539 0.03% 0.03% 604 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 2,433 538 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 2,425 536 0.02% 0.02% 606 0 0.0% Q2 2026 Jul 09, 2026
VERUS CAPITAL PARTNERS, LLC History No change 2,405 531 0.03% 0.03% 607 0 0.0% Q2 2026 Aug 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 2,391 528 0.02% 0.02% 608 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 2,379 526 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 17, 2026
Keebeck Wealth Management History No change 2,379 526 0.05% 0.05% 610 0 0.0% Q2 2026 Aug 11, 2026
Gator Capital Management, LLC History No change 2,375 525 0.11% 0.11% 611 0 0.0% Q2 2026 Aug 13, 2026
FULTON BANK, N.A. History No change 2,362 522 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 09, 2026
INVESTED ADVISORS History No change 2,361 522 0.46% 0.46% 613 0 0.0% Q2 2026 Aug 04, 2026
Cornell Pochily Investment Advisors, Inc. History No change 2,359 521 0.14% 0.14% 614 0 0.0% Q2 2026 Jul 15, 2026
Sankala Group LLC History No change 2,312 519 0.35% 0.35% 615 0 0.0% Q2 2026 Aug 18, 2026
PRINCIPAL SECURITIES, INC. History No change 2,346 518 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 04, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 2,341 517 0.57% 0.57% 617 0 0.0% Q2 2026 Aug 10, 2026
St. Louis Trust Co History No change 8,485 511 0.06% 0.06% 618 0 0.0% Q2 2026 Jul 30, 2026
Triad Wealth Partners, LLC History No change 2,273 510 0.03% 0.03% 619 0 0.0% Q2 2026 Aug 10, 2026
Diversified Enterprises, LLC History No change 2,304 509 0.02% 0.02% 620 0 0.0% Q2 2026 Jul 31, 2026
Colonial Trust Co / SC History No change 2,292 507 0.06% 0.06% 621 0 0.0% Q2 2026 Aug 11, 2026
Emergent Wealth Advisors, LLC History Added to 2,420 506 0.26% 0.28% 623 +9 0.37% Q3 2026 Oct 08, 2026
AFT, FORSYTH & COMPANY, INC. History No change 290 506 0.24% 0.24% 622 0 0.0% Q2 2026 Aug 14, 2026
Pettinga Financial Advisors LLC History No change 2,282 504 0.08% 0.08% 624 0 0.0% Q2 2026 Jul 09, 2026
CJM Wealth Advisers, Ltd. History No change 2,278 503 0.13% 0.13% 625 0 0.0% Q2 2026 Jul 17, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,249 497 0.13% 0.13% 626 0 0.0% Q2 2026 Aug 07, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,250 497 0.05% 0.05% 627 0 0.0% Q2 2026 Aug 11, 2026
IMC-Chicago, LLC History No change 2,221 491 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 06, 2026
Freestone Capital Holdings, LLC History No change 2,219 490 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIENT ADVISORS LLC History No change 2,216 490 0.07% 0.07% 630 0 0.0% Q2 2026 Aug 07, 2026
AMARILLO NATIONAL BANK History No change 2,191 484 0.08% 0.08% 631 0 0.0% Q2 2026 Jul 15, 2026
PATTEN & PATTEN INC/TN History No change 2,152 475 0.03% 0.03% 632 0 0.0% Q2 2026 Aug 05, 2026
Tassel Capital Management, Inc. History No change 2,151 475 0.22% 0.22% 633 0 0.0% Q2 2026 Aug 07, 2026
PW ADVISORS, LLC \ FL History No change 2,148 475 0.32% 0.32% 634 0 0.0% Q2 2026 Aug 06, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,260 473 0.04% 0.04% 635 0 0.0% Q3 2026 Oct 07, 2026
OLD NATIONAL BANCORP /IN/ History No change 2,121 469 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 15, 2026
Strategic Wealth Advisors LLC History No change 2,590 469 0.4% 0.4% 637 0 0.0% Q2 2026 Aug 07, 2026
HOWE & RUSLING INC History No change 2,113 467 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 10, 2026
SAPIENT CAPITAL LLC History No change 2,229 466 0.01% 0.01% 639 0 0.0% Q3 2026 Oct 08, 2026
Optimist Retirement Group LLC History No change 2,108 466 0.18% 0.18% 640 0 0.0% Q2 2026 Aug 10, 2026
Paragon Capital Management Ltd History Added to 2,224 465 0.09% 0.09% 642 +5 0.23% Q3 2026 Oct 09, 2026
Crestwood Advisors Group, LLC History No change 2,106 465 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 03, 2026
SMITH, MOORE & CO. History No change 2,093 462 0.03% 0.03% 643 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 2,092 462 0.03% 0.03% 644 0 0.0% Q2 2026 Aug 06, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 2,062 456 0.09% 0.09% 645 0 0.0% Q2 2026 Jul 17, 2026
J.W. COLE ADVISORS, INC. History No change 2,036 450 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 21, 2026
Lutz Financial Services LLC History No change 2,031 449 0.03% 0.03% 647 0 0.0% Q2 2026 Aug 05, 2026
Well Done, LLC History No change 2,026 448 0.06% 0.06% 648 0 0.0% Q2 2026 Jul 24, 2026
COFG Advisors, LLC History No change 2,029 448 0.08% 0.08% 649 0 0.0% Q2 2026 Aug 14, 2026
Allen Investment Management, LLC History No change 2,017 446 0.01% 0.01% 650 0 0.0% Q2 2026 Aug 05, 2026
BridgePort Financial Solutions, LLC History No change 2,016 445 0.11% 0.11% 651 0 0.0% Q2 2026 Jul 24, 2026
BAXTER BROS INC History No change 2,000 442 0.05% 0.05% 652 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 2,000 442 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 14, 2026
Regency Capital Management Inc.\DE History No change 2,000 442 0.18% 0.18% 654 0 0.0% Q2 2026 Aug 12, 2026
Investment Advisory Group, LLC History No change 1,989 440 0.1% 0.1% 655 0 0.0% Q2 2026 Aug 06, 2026
BCI SECURITIES, INC. History No change 1,988 439 3.78% 3.78% 656 0 0.0% Q2 2026 Jul 30, 2026
W ADVISORS, LLC History No change 1,974 436 0.2% 0.2% 657 0 0.0% Q2 2026 Jul 31, 2026
Skyline Advisors, Inc. History No change 1,968 435 0.14% 0.14% 658 0 0.0% Q2 2026 Jul 20, 2026
Premier Path Wealth Partners, LLC History No change 1,948 430 0.05% 0.05% 659 0 0.0% Q2 2026 Jul 21, 2026
McMill Wealth Management History No change 1,948 430 0.1% 0.1% 660 0 0.0% Q2 2026 Aug 17, 2026
Aspen Grove Capital, LLC History No change 1,937 428 0.06% 0.06% 661 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 1,913 423 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 29, 2026
Fort Point Capital Partners LLC History No change 1,907 421 0.03% 0.03% 663 0 0.0% Q2 2026 Aug 14, 2026
Rossmore Private Capital History No change 1,897 419 0.03% 0.03% 664 0 0.0% Q2 2026 Jul 31, 2026
Next Capital Management LLC History No change 1,898 419 0.11% 0.11% 665 0 0.0% Q2 2026 Aug 03, 2026
Capital Square, LLC History No change 1,906 419 0.18% 0.18% 666 0 0.0% Q2 2026 Aug 12, 2026
Plante Moran Financial Advisors, LLC History No change 1,894 418 0.02% 0.02% 667 0 0.0% Q2 2026 Aug 06, 2026
Navigation Wealth Management, Inc. History No change 1,894 418 0.58% 0.58% 668 0 0.0% Q2 2026 Jul 16, 2026
Global View Capital Management LLC History No change 1,888 417 0.09% 0.09% 669 0 0.0% Q2 2026 Jul 23, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 1,844 407 0.03% 0.03% 670 0 0.0% Q2 2026 Aug 05, 2026
AdvisorNet Financial, Inc History No change 1,837 406 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 23, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 1,819 402 0.05% 0.05% 672 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 1,815 401 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 11, 2026
Peak Asset Management, LLC History No change 1,805 399 0.06% 0.06% 674 0 0.0% Q2 2026 Aug 13, 2026
Aurelius Family Office LLC History No change 1,805 399 0.16% 0.16% 675 0 0.0% Q2 2026 Jul 13, 2026
Mesirow Financial Investment Management, Inc. History No change 1,798 397 0.01% 0.01% 676 0 0.0% Q2 2026 Jul 22, 2026
Investmark Advisory Group LLC History No change 1,787 395 0.15% 0.15% 677 0 0.0% Q2 2026 Aug 07, 2026
First Nebraska Trust Co History No change 1,774 392 0.03% 0.03% 678 0 0.0% Q2 2026 Aug 12, 2026
MATRIX ASSET ADVISORS INC/NY History No change 1,765 390 0.03% 0.03% 679 0 0.0% Q2 2026 Jul 15, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,757 388 0.04% 0.04% 680 0 0.0% Q2 2026 Jul 13, 2026
CHAPIN DAVIS, INC. History Reduced 1,851 387 0.07% 0.07% 681 -5 -0.27% Q3 2026 Oct 08, 2026
StoneX Group Inc. History No change 1,753 387 0.02% 0.02% 682 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 1,754 387 0.07% 0.07% 683 0 0.0% Q2 2026 Jul 02, 2026
Mayflower Financial Advisors, LLC History No change 1,742 385 0.03% 0.03% 684 0 0.0% Q2 2026 Jul 09, 2026
Oath Planning, LLC History No change 1,744 385 0.29% 0.29% 685 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 1,726 382 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 28, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 1,721 380 0.39% 0.39% 687 0 0.0% Q2 2026 Jul 31, 2026
TCI Wealth Advisors, Inc. History No change 1,717 379 0.02% 0.02% 688 0 0.0% Q2 2026 Jul 29, 2026
Truepoint, Inc. History No change 1,709 378 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 31, 2026
Sunpointe, LLC History No change 1,709 378 0.11% 0.11% 690 0 0.0% Q2 2026 Jul 24, 2026
R.H. Investment Group, LLC History No change 1,708 377 0.28% 0.28% 691 0 0.0% Q2 2026 Aug 06, 2026
LexAurum Advisors, LLC History No change 1,698 375 0.04% 0.04% 692 0 0.0% Q2 2026 Jul 15, 2026
Destination Wealth Management History No change 1,691 374 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 14, 2026
Annandale Capital, LLC History No change 1,684 373 0.05% 0.05% 694 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 1,684 372 0.04% 0.04% 695 0 0.0% Q2 2026 Aug 04, 2026
DiNuzzo Private Wealth, Inc. History No change 1,665 368 0.04% 0.04% 696 0 0.0% Q2 2026 Jul 10, 2026
BEARING POINT CAPITAL, LLC History No change 1,665 368 0.05% 0.05% 697 0 0.0% Q2 2026 Aug 11, 2026
Advyzon Investment Management, LLC History No change 1,658 366 0.03% 0.03% 698 0 0.0% Q2 2026 Aug 14, 2026
Jordan Park Group LLC History No change 1,644 363 0.02% 0.02% 699 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 1,637 362 0.01% 0.01% 700 0 0.0% Q2 2026 Jul 27, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,636 361 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 13, 2026
Three Bridge Wealth Advisors, LLC History No change 1,620 358 0.09% 0.09% 702 0 0.0% Q2 2026 Jul 27, 2026
STEPH & CO History Reduced 1,708 357 0.09% 0.1% 703 -116 -6.36% Q3 2026 Oct 07, 2026
49 WEALTH MANAGEMENT, LLC History No change 1,618 357 0.07% 0.07% 704 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 1,618 357 0.07% 0.07% 705 0 0.0% Q2 2026 Aug 14, 2026
CONGRESS ASSET MANAGEMENT CO History New 1,698 355 0.0% — 707 +1,698 New Q3 2026 Oct 06, 2026
J. M. Brown & Associates Inc. History No change 1,606 355 0.2% 0.2% 706 0 0.0% Q2 2026 Jul 23, 2026
GREENLEAF TRUST History No change 1,594 352 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 21, 2026
Joel Isaacson & Co., LLC History No change 1,588 351 0.01% 0.01% 709 0 0.0% Q2 2026 Aug 04, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 1,590 351 0.17% 0.17% 710 0 0.0% Q2 2026 Jul 08, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,589 351 0.04% 0.04% 711 0 0.0% Q2 2026 Jul 27, 2026
Independence Bank of Kentucky History No change 1,585 350 0.04% 0.04% 712 0 0.0% Q2 2026 Jul 13, 2026
TCTC Holdings, LLC History No change 1,574 348 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Financial Group, LLC / MO History No change 1,572 347 0.23% 0.23% 714 0 0.0% Q2 2026 Jul 24, 2026
WEST MICHIGAN ADVISORS, LLC History No change 1,567 346 0.07% 0.07% 715 0 0.0% Q2 2026 Aug 21, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 1,560 345 0.04% 0.04% 716 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,559 344 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 1,559 344 0.02% 0.02% 718 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,556 344 0.03% 0.03% 719 0 0.0% Q2 2026 Aug 07, 2026
Capital Analysts, LLC History No change 1,549 343 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 05, 2026
Bison Wealth, LLC History No change 1,551 343 0.03% 0.03% 721 0 0.0% Q2 2026 Jul 07, 2026
Certified Advisory Corp History No change 1,545 341 0.03% 0.03% 722 0 0.0% Q2 2026 Jul 16, 2026
DECISION INVESTMENTS, INC History No change 1,628 340 0.31% 0.33% 723 0 0.0% Q3 2026 Oct 07, 2026
Ellis Investment Partners, LLC History No change 1,534 339 0.05% 0.05% 724 0 0.0% Q2 2026 Aug 05, 2026
Compass Ion Advisors, LLC History No change 1,530 338 0.03% 0.03% 725 0 0.0% Q2 2026 Aug 12, 2026
Capital Advantage, Inc. History No change 1,531 338 0.04% 0.04% 726 0 0.0% Q2 2026 Jul 13, 2026
Laurel Wealth Advisors LLC History No change 1,515 335 0.03% 0.03% 727 0 0.0% Q2 2026 Jul 17, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,758 333 0.06% 0.06% 728 0 0.0% Q2 2026 Aug 03, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 1,507 333 0.05% 0.05% 729 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 1,498 331 0.02% 0.02% 730 0 0.0% Q2 2026 Aug 03, 2026
Aufman Associates Inc History No change 1,500 331 0.13% 0.13% 731 0 0.0% Q2 2026 Aug 12, 2026
Cladis Investment Advisory, LLC History No change 1,500 331 0.15% 0.15% 732 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 1,496 330 0.02% 0.02% 733 0 0.0% Q2 2026 Jul 22, 2026
Asset Dedication, LLC History No change 1,490 329 0.02% 0.02% 734 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial Wealth Advisors, LLC History No change 1,484 328 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 15, 2026
FourThought Financial Partners, LLC History No change 1,484 328 0.03% 0.03% 736 0 0.0% Q2 2026 Aug 12, 2026
EIGHT 31 FINANCIAL, LLC History No change 1,483 328 0.2% 0.2% 737 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,486 328 0.03% 0.03% 738 0 0.0% Q2 2026 Aug 13, 2026
ROMANO BROTHERS AND COMPANY History No change 1,478 326 0.03% 0.03% 739 0 0.0% Q2 2026 Jul 21, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,456 322 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 28, 2026
Northstar Group, Inc. History No change 1,455 321 0.04% 0.04% 741 0 0.0% Q2 2026 Aug 03, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 1,450 320 0.08% 0.08% 742 0 0.0% Q2 2026 Aug 14, 2026
Meridian Financial Partners LLC History No change 1,446 319 0.11% 0.11% 743 0 0.0% Q2 2026 Jul 24, 2026
Arnold Financial Planning LLC History No change 1,444 319 0.24% 0.24% 744 0 0.0% Q2 2026 Jul 13, 2026
Live Oak Private Wealth LLC History No change 1,438 318 0.04% 0.04% 745 0 0.0% Q2 2026 Jul 20, 2026
UNION SAVINGS BANK History No change 1,440 318 0.13% 0.13% 746 0 0.0% Q2 2026 Jul 23, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 1,437 317 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 14, 2026
Clientfirst Wealth Management, LLC History No change 1,430 316 0.26% 0.26% 748 0 0.0% Q2 2026 Jul 30, 2026
Lionshead Wealth Management, LLC History No change 1,431 316 0.21% 0.21% 749 0 0.0% Q2 2026 Jul 28, 2026
Clearwave Capital, LLC History No change 1,430 316 0.17% 0.17% 750 0 0.0% Q2 2026 Jul 17, 2026
CHATHAM CAPITAL GROUP, INC. History No change 1,410 311 0.04% 0.04% 751 0 0.0% Q2 2026 Jul 10, 2026
Capital Investment Advisors, LLC History No change 1,407 311 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 06, 2026
Hoxton Planning & Management, LLC History No change 1,404 310 0.08% 0.08% 753 0 0.0% Q2 2026 Jul 16, 2026
Smith Salley Wealth Management History No change 1,399 309 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 23, 2026
Linscomb Wealth, Inc. History No change 1,395 308 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 31, 2026
DIVERSIFIED MANAGEMENT INC History Added to 1,464 306 0.05% 0.07% 756 +54 3.83% Q3 2026 Oct 08, 2026
Larson Financial Group LLC History No change 1,374 303 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 14, 2026
Traveka Wealth, LLC History No change 1,374 303 0.1% 0.1% 758 0 0.0% Q2 2026 Jul 21, 2026
Shepherd Financial Partners LLC History No change 1,359 300 0.02% 0.02% 759 0 0.0% Q2 2026 Aug 10, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 1,350 299 0.1% 0.1% 760 0 0.0% Q2 2026 Jul 23, 2026
Centennial Bank/AR/ History No change 1,355 299 0.1% 0.1% 761 0 0.0% Q2 2026 Aug 10, 2026
Glass Jacobson Investment Advisors llc History No change 1,348 298 0.09% 0.09% 762 0 0.0% Q2 2026 Jul 30, 2026
Clark Asset Management, LLC History No change 1,340 296 0.02% 0.02% 763 0 0.0% Q2 2026 Jul 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,335 295 0.02% 0.02% 764 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,336 295 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 11, 2026
Athena Investment Management History No change 1,325 293 0.17% 0.17% 766 0 0.0% Q2 2026 Aug 06, 2026
KLCM Advisors, Inc. History No change 1,321 292 0.02% 0.02% 767 0 0.0% Q2 2026 Aug 06, 2026
McNamara Financial Services, Inc. History No change 1,324 292 0.05% 0.05% 768 0 0.0% Q2 2026 Jul 22, 2026
Planned Solutions, Inc. History No change 1,302 288 0.08% 0.08% 769 0 0.0% Q2 2026 Jul 13, 2026
Summa Corp. History No change 1,299 287 0.09% 0.09% 770 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 1,348 286 0.04% 0.05% 772 -252 -15.75% Q3 2026 Oct 08, 2026
Cypress Capital Group History No change 1,296 286 0.03% 0.03% 771 0 0.0% Q2 2026 Aug 05, 2026
Balefire, LLC History Reduced 1,353 283 0.04% 0.05% 774 -70 -4.92% Q3 2026 Oct 09, 2026
Roof Eidam Maycock Peralta, LLC History No change 1,283 283 0.06% 0.06% 773 0 0.0% Q2 2026 Jul 24, 2026
Keystone Wealth Services, LLC History No change 1,276 282 0.05% 0.05% 775 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 1,265 279 0.02% 0.02% 776 0 0.0% Q2 2026 Aug 14, 2026
S.A. Mason LLC History No change 1,263 279 0.09% 0.09% 777 0 0.0% Q2 2026 Jul 31, 2026
Cannon Financial Strategists, Inc. History No change 1,265 279 0.03% 0.03% 778 0 0.0% Q2 2026 Aug 07, 2026
Partners in Financial Planning History No change 1,262 279 0.04% 0.04% 779 0 0.0% Q2 2026 Aug 10, 2026
Oliver Luxxe Assets LLC History No change 1,260 278 0.04% 0.04% 780 0 0.0% Q2 2026 Jul 09, 2026
Avidian Wealth Enterprises, LLC History Added to 1,318 276 0.01% 0.01% 781 +188 16.64% Q3 2026 Oct 08, 2026
BAYBAN History No change 1,250 276 0.21% 0.21% 782 0 0.0% Q2 2026 Jul 30, 2026
1834 INVESTMENT ADVISORS CO History No change 1,235 273 0.03% 0.03% 783 0 0.0% Q2 2026 Jul 30, 2026
CCG WEALTH MANAGEMENT, LLC History No change 1,231 272 0.06% 0.06% 784 0 0.0% Q2 2026 Aug 07, 2026
RAINIER FAMILY WEALTH INC History No change 1,229 271 0.15% 0.15% 785 0 0.0% Q2 2026 Jul 15, 2026
Anchor Investment Management, LLC History No change 1,219 269 0.02% 0.02% 786 0 0.0% Q2 2026 Sep 15, 2026
Cannell & Spears LLC History No change 1,215 268 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History No change 1,208 267 0.12% 0.12% 788 0 0.0% Q2 2026 Aug 13, 2026
ROMAN BUTLER FULLERTON & CO History No change 1,213 266 0.06% 0.06% 789 0 0.0% Q2 2026 Aug 06, 2026
GWN SECURITIES INC. History No change 1,189 263 0.04% 0.04% 790 0 0.0% Q2 2026 Aug 05, 2026
Kelman-Lazarov, Inc. History No change 1,188 262 0.03% 0.03% 791 0 0.0% Q2 2026 Aug 10, 2026
CGN Advisors LLC History No change 1,183 261 0.02% 0.02% 792 0 0.0% Q2 2026 Jul 06, 2026
ROCKLAND TRUST CO History No change 1,239 259 0.01% 0.01% 793 0 0.0% Q3 2026 Oct 05, 2026
CENTRAL TRUST Co History No change 1,167 258 0.0% 0.0% 794 0 0.0% Q2 2026 Jul 31, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 1,232 258 0.03% 0.03% 795 0 0.0% Q3 2026 Oct 08, 2026
Genesee Capital Advisors, LLC History No change 1,170 258 0.08% 0.08% 796 0 0.0% Q2 2026 Aug 06, 2026
Quadcap Wealth Management, LLC History No change 1,164 257 0.02% 0.02% 797 0 0.0% Q2 2026 Jul 31, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,155 255 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 28, 2026
Black Diamond Financial, LLC History No change 1,155 255 0.02% 0.02% 799 0 0.0% Q2 2026 Aug 04, 2026
Blankinship & Foster, LLC History No change 1,152 254 0.05% 0.05% 800 0 0.0% Q2 2026 Jul 30, 2026
Palisade Asset Management, LLC History No change 1,148 253 0.02% 0.02% 801 0 0.0% Q2 2026 Jul 20, 2026
M.E. ALLISON & CO., INC. History Added to 1,204 252 0.14% 0.15% 802 +4 0.33% Q3 2026 Oct 08, 2026
BESSEMER GROUP INC History No change 1,135 251 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 12, 2026
Canandaigua National Trust Co of Florida History New 1,195 250 0.14% — 804 +1,195 New Q3 2026 Oct 07, 2026
Alexander Randolph Advisory, Inc. History No change 1,125 248 0.2% 0.2% 805 0 0.0% Q2 2026 Aug 05, 2026
Prime Capital Investment Advisors, LLC History No change 1,121 247 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ALLIANCE, LLC History No change 1,118 247 0.02% 0.02% 807 0 0.0% Q2 2026 Aug 11, 2026
Cove Private Wealth, LLC History No change 1,111 245 0.05% 0.05% 808 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 1,104 244 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 17, 2026
HM PAYSON & CO History No change 1,100 243 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 17, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,100 243 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 1,100 243 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 14, 2026
McClarren Financial Advisors, Inc. History No change 1,102 243 0.13% 0.13% 813 0 0.0% Q2 2026 Jul 17, 2026
Fortitude Family Office, LLC History No change 1,102 243 0.05% 0.05% 814 0 0.0% Q2 2026 Jul 20, 2026
V2 Financial group LLC History No change 1,100 243 0.09% 0.09% 815 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 1,085 243 0.02% 0.02% 816 0 0.0% Q2 2026 Jul 29, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 1,100 243 0.03% 0.03% 817 0 0.0% Q2 2026 Jul 24, 2026
Cambridge Financial Group, LLC History No change 1,100 243 0.08% 0.08% 818 0 0.0% Q3 2026 Oct 06, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,092 241 0.02% 0.02% 819 0 0.0% Q2 2026 Aug 05, 2026
Verum Partners LLC History No change 1,086 240 0.04% 0.04% 820 0 0.0% Q2 2026 Jul 22, 2026
Federation des caisses Desjardins du Quebec History No change 1,089 240 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 13, 2026
Williams Jones Wealth Management, LLC. History No change 1,084 239 0.0% 0.0% 822 0 0.0% Q2 2026 Aug 05, 2026
Fortis Capital Advisors, LLC History No change 1,081 239 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 31, 2026
Kirkwood Financial Services History No change 1,070 236 0.07% 0.07% 824 0 0.0% Q2 2026 Aug 25, 2026
Caprock Group, LLC History No change 1,065 235 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 27, 2026
CASTLEARK MANAGEMENT LLC History No change 1,060 234 0.01% 0.01% 826 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 1,056 233 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,183 232 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,037 229 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 06, 2026
Range Advisory, LLC History No change 1,038 229 0.03% 0.03% 830 0 0.0% Q2 2026 Sep 02, 2026
SAGE RHINO CAPITAL LLC History No change 1,035 228 0.04% 0.04% 831 0 0.0% Q2 2026 Aug 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,029 228 0.01% 0.01% 832 0 0.0% Q2 2026 Jul 22, 2026
Accel Wealth Management History No change 1,035 228 0.05% 0.05% 833 0 0.0% Q2 2026 Jul 10, 2026
NWF Advisory Services Inc. History No change 1,027 227 0.02% 0.02% 834 0 0.0% Q2 2026 Jul 29, 2026
HARBOR ADVISORY CORP /MA/ History No change 1,024 226 0.06% 0.06% 835 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Wealth LLC History No change 1,020 225 0.02% 0.02% 836 0 0.0% Q2 2026 Aug 11, 2026
United Advisor Group, LLC History No change 1,020 225 0.02% 0.02% 837 0 0.0% Q2 2026 Jul 29, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 1,074 224 0.02% 0.03% 838 -99 -8.44% Q3 2026 Oct 07, 2026
NorthStar Asset Management LLC /NJ/ History No change 1,009 223 0.09% 0.09% 839 0 0.0% Q2 2026 Aug 05, 2026
WASHINGTON TRUST Co History No change 1,000 221 0.01% 0.01% 840 0 0.0% Q2 2026 Aug 03, 2026
WATERS PARKERSON & CO., LLC History No change 1,000 221 0.01% 0.01% 841 0 0.0% Q2 2026 Jul 30, 2026
Forest Hill Capital, LLC History No change 1,000 221 0.17% 0.17% 842 0 0.0% Q2 2026 Aug 14, 2026
Detalus Advisors, LLC History No change 1,000 221 0.04% 0.04% 843 0 0.0% Q2 2026 Jul 27, 2026
Navis Wealth Advisors, LLC History No change 1,000 221 0.08% 0.08% 844 0 0.0% Q2 2026 Aug 14, 2026
BCS Private Wealth Management, Inc. History No change 1,000 221 0.07% 0.07% 845 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 995 220 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 985 217 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 10, 2026
Soltis Investment Advisors LLC History No change 984 217 0.01% 0.01% 848 0 0.0% Q2 2026 Jul 31, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 980 216 0.0% 0.0% 849 0 0.0% Q2 2026 Jul 15, 2026
IPG Investment Advisors LLC History No change 981 216 0.03% 0.03% 850 0 0.0% Q2 2026 Aug 12, 2026
Ellevest, Inc. History No change 1,418 216 0.03% 0.03% 851 0 0.0% Q2 2026 Aug 10, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 972 215 0.13% 0.13% 852 0 0.0% Q2 2026 Jul 29, 2026
RFG Advisory, LLC History No change 971 214 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Planning Group LLC History No change 967 214 0.03% 0.03% 854 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 965 213 0.03% 0.03% 855 0 0.0% Q2 2026 Jul 27, 2026
Manhattan West Asset Management, LLC History No change 964 213 0.04% 0.04% 856 0 0.0% Q2 2026 Aug 11, 2026
K2 Financial Inc. History No change 962 213 0.15% 0.15% 857 0 0.0% Q2 2026 Jul 21, 2026
Capstone Wealth Management, Inc. History No change 960 213 0.16% 0.16% 858 0 0.0% Q2 2026 Aug 13, 2026
MANCHESTER FINANCIAL INC History No change 960 212 0.04% 0.04% 859 0 0.0% Q2 2026 Jul 17, 2026
Timonier Family Office, LTD. History No change 952 210 0.06% 0.06% 860 0 0.0% Q2 2026 Aug 03, 2026
Clearstead Trust, LLC History No change 946 209 0.03% 0.03% 861 0 0.0% Q2 2026 Aug 06, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 948 209 0.02% 0.02% 862 0 0.0% Q2 2026 Aug 14, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 945 209 0.06% 0.06% 863 0 0.0% Q2 2026 Aug 04, 2026
Glenview Trust Co History No change 937 207 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 18, 2026
Rice Partnership, LLC History No change 938 207 0.03% 0.03% 865 0 0.0% Q2 2026 Jul 29, 2026
FAYEZ SAROFIM & CO History No change 933 206 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 14, 2026
Marble Harbor Investment Counsel, LLC History No change 935 206 0.02% 0.02% 867 0 0.0% Q2 2026 Aug 07, 2026
Root Financial Partners, LLC History No change 927 205 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisory, LLC History No change 925 204 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 13, 2026
Sage Mountain Advisors LLC History No change 925 204 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 05, 2026
Washington Trust Advisors, Inc. History No change 925 204 0.02% 0.02% 871 0 0.0% Q2 2026 Jul 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 913 201 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 10, 2026
J. L. Bainbridge & Co., Inc. History No change 905 200 0.02% 0.02% 873 0 0.0% Q2 2026 Jul 22, 2026
High Probability Advisors, LLC History No change 905 200 0.02% 0.02% 874 0 0.0% Q2 2026 Jul 13, 2026
Addison Advisors LLC History No change 880 194 0.09% 0.09% 875 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 857 189 0.01% 0.01% 876 0 0.0% Q2 2026 Aug 06, 2026
Cherry Tree Wealth Management, LLC History No change 842 186 0.03% 0.03% 877 0 0.0% Q2 2026 Sep 15, 2026
Topsail Wealth Management, LLC History No change 823 182 0.02% 0.02% 878 0 0.0% Q2 2026 Aug 13, 2026
PINNEY & SCOFIELD, INC. History No change 810 179 0.09% 0.09% 879 0 0.0% Q2 2026 Aug 07, 2026
Walsh & Associates, LLC History No change 794 175 0.14% 0.14% 880 0 0.0% Q2 2026 Jul 21, 2026
VANGUARD ADVISERS INC History No change 790 174 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 782 172 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 31, 2026
J.Safra Asset Management Corp History No change 764 168 0.01% 0.01% 883 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 758 167 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 23, 2026
Basepoint Wealth LLC History No change 758 167 0.1% 0.1% 885 0 0.0% Q2 2026 Aug 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 754 166 0.02% 0.02% 886 0 0.0% Q2 2026 Jul 13, 2026
CERTUITY, LLC History No change 728 161 0.01% 0.01% 887 0 0.0% Q2 2026 Jul 28, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 713 157 0.01% 0.01% 888 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 678 149 0.01% 0.01% 889 0 0.0% Q2 2026 Jul 14, 2026
Smallwood Wealth Investment Management, LLC History No change 658 145 0.06% 0.06% 890 0 0.0% Q2 2026 Jul 23, 2026
Navigoe, LLC History No change 658 145 0.08% 0.08% 891 0 0.0% Q2 2026 Jul 31, 2026
JDM Financial Group LLC History No change 655 144 0.05% 0.05% 892 0 0.0% Q2 2026 Aug 17, 2026
WEST PACES ADVISORS INC. History No change 650 143 0.02% 0.02% 893 0 0.0% Q2 2026 Jul 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 647 143 0.03% 0.03% 894 0 0.0% Q2 2026 Jul 27, 2026
Grove Bank & Trust History No change 659 138 0.01% 0.01% 895 0 0.0% Q3 2026 Oct 08, 2026
Dorato Capital Management History No change 656 137 0.09% 0.1% 896 0 0.0% Q3 2026 Oct 08, 2026
EPG Wealth Management LLC History No change 614 135 0.03% 0.03% 897 0 0.0% Q2 2026 Jul 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 605 133 0.03% 0.03% 898 0 0.0% Q2 2026 Sep 02, 2026
Coston, McIsaac & Partners History No change 597 132 0.03% 0.03% 899 0 0.0% Q2 2026 Aug 12, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 600 132 0.12% 0.12% 900 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 592 130 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History No change 579 128 0.09% 0.09% 902 0 0.0% Q2 2026 Jul 09, 2026
EASTERN BANK History Added to 606 126 0.0% 0.0% 903 +201 49.63% Q3 2026 Oct 05, 2026
Copia Wealth Management History No change 573 126 0.08% 0.08% 904 0 0.0% Q2 2026 Aug 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 559 123 0.01% 0.01% 905 0 0.0% Q2 2026 Jul 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 553 122 0.0% 0.0% 906 0 0.0% Q2 2026 Jul 08, 2026
HHM Wealth Advisors, LLC History No change 555 122 0.01% 0.01% 907 0 0.0% Q2 2026 Jul 13, 2026
SHP Wealth Management History No change 547 120 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 11, 2026
CNB Bank History No change 539 119 0.05% 0.05% 909 0 0.0% Q2 2026 Aug 06, 2026
FIRST UNITED BANK & TRUST History No change 527 116 0.03% 0.03% 910 0 0.0% Q2 2026 Jul 20, 2026
CoreFirst Bank & Trust History No change 525 116 0.06% 0.06% 911 0 0.0% Q2 2026 Aug 05, 2026
City State Bank History No change 523 115 0.03% 0.03% 912 0 0.0% Q2 2026 Jul 14, 2026
Strategic Wealth Partners, Ltd. History No change 519 114 0.01% 0.01% 913 0 0.0% Q2 2026 Aug 12, 2026
Manchester Capital Management LLC History No change 500 110 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 13, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 489 108 0.0% 0.0% 915 0 0.0% Q2 2026 Aug 17, 2026
Downshift Financial, LLC History No change 490 108 0.05% 0.05% 916 0 0.0% Q2 2026 Aug 12, 2026
3Chopt Investment Partners, LLC History No change 485 107 0.02% 0.02% 917 0 0.0% Q2 2026 Jul 29, 2026
Balentine LLC History No change 472 104 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 06, 2026
Windsor Advisory Group, LLC History No change 474 104 0.08% 0.08% 919 0 0.0% Q2 2026 Aug 14, 2026
Main Street Group, LTD History No change 468 103 0.02% 0.02% 920 0 0.0% Q2 2026 Jul 13, 2026
MilWealth Group LLC History No change 417 92 0.02% 0.02% 921 0 0.0% Q2 2026 Aug 03, 2026
ATWOOD & PALMER INC History No change 439 91 0.0% 0.01% 922 0 0.0% Q3 2026 Oct 08, 2026
Frazier Financial Advisors, LLC History No change 413 91 0.05% 0.05% 923 0 0.0% Q2 2026 Aug 10, 2026
Key Capital Management, INC History No change 410 90 0.05% 0.05% 924 0 0.0% Q2 2026 Jul 27, 2026
SOA Wealth Advisors, LLC. History No change 404 89 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 21, 2026
Financial Perspectives, Inc History No change 396 87 0.02% 0.02% 926 0 0.0% Q2 2026 Jul 24, 2026
Glassman Wealth Services History No change 393 86 0.01% 0.01% 927 0 0.0% Q2 2026 Aug 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 390 86 0.06% 0.06% 928 0 0.0% Q2 2026 Aug 11, 2026
Caitlin John, LLC History No change 387 85 0.05% 0.05% 929 0 0.0% Q2 2026 Aug 17, 2026
Community Bank, N.A. History No change 384 84 0.01% 0.01% 930 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 381 84 0.0% 0.0% 931 0 0.0% Q2 2026 Aug 06, 2026
Marquette Asset Management, LLC History No change 393 82 0.01% 0.01% 932 0 0.0% Q3 2026 Oct 09, 2026
Seneschal Advisors, LLC History No change 372 82 0.06% 0.06% 933 0 0.0% Q2 2026 Aug 13, 2026
BOK Financial Private Wealth, Inc. History No change 351 77 0.0% 0.0% 934 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 349 77 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 16, 2026
Roble, Belko & Company, Inc History No change 340 75 0.01% 0.01% 936 0 0.0% Q2 2026 Jul 24, 2026
BALLAST ADVISORS LLC History No change 338 74 0.02% 0.02% 937 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 329 72 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History No change 337 70 0.01% 0.01% 939 0 0.0% Q3 2026 Oct 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 313 69 0.02% 0.02% 940 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Bancorp, Inc. History No change 312 69 0.02% 0.02% 941 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 309 68 0.01% 0.01% 942 0 0.0% Q2 2026 Jul 16, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 308 68 0.13% 0.13% 943 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 281 62 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 14, 2026
Integrity Financial Corp /WA History No change 282 62 0.03% 0.03% 945 0 0.0% Q2 2026 Jul 31, 2026
Institute for Wealth Management, LLC. History No change 276 61 0.01% 0.01% 946 0 0.0% Q2 2026 Jul 28, 2026
Rossby Financial, LCC History No change 276 61 0.01% 0.01% 947 0 0.0% Q2 2026 Aug 04, 2026
EFG International AG History No change 277 61 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 14, 2026
LifeSteps Financial, Inc. History No change 268 59 0.03% 0.03% 949 0 0.0% Q2 2026 Jul 17, 2026
Private Wealth Management Group, LLC History No change 270 59 0.01% 0.01% 950 0 0.0% Q2 2026 Jul 27, 2026
Redwood Park Advisors LLC History No change 270 59 0.04% 0.04% 951 0 0.0% Q2 2026 Aug 11, 2026
S&T BANK/PA History No change 261 57 0.02% 0.02% 952 0 0.0% Q2 2026 Aug 12, 2026
Roxbury Financial LLC History No change 275 57 0.04% 0.05% 953 0 0.0% Q3 2026 Oct 01, 2026
TD Capital Management LLC History No change 248 54 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 06, 2026
United Community Bank History No change 238 52 0.02% 0.02% 955 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 237 52 0.03% 0.03% 956 0 0.0% Q2 2026 Aug 05, 2026
Biltmore Family Office, LLC History No change 233 51 0.01% 0.01% 957 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 235 51 0.0% 0.0% 958 0 0.0% Q2 2026 Jul 22, 2026
Archer Investment Corp History No change 231 51 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 03, 2026
MCF Advisors LLC History No change 228 50 0.0% 0.0% 960 0 0.0% Q2 2026 Aug 12, 2026
Providence Capital Advisors, LLC History No change 224 49 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 11, 2026
Murphy & Mullick Capital Management Corp History No change 216 47 0.03% 0.03% 962 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 211 46 0.02% 0.02% 963 0 0.0% Q2 2026 Jul 30, 2026
Pflug Koory, LLC History No change 205 45 0.02% 0.02% 964 0 0.0% Q2 2026 Jul 21, 2026
CVA Family Office, LLC History No change 204 45 0.0% 0.0% 965 0 0.0% Q2 2026 Aug 07, 2026
Insight Inv LLC History No change 200 44 0.02% 0.02% 966 0 0.0% Q2 2026 Jul 23, 2026
Nalls Sherbakoff Group, LLC History No change 192 42 0.03% 0.03% 967 0 0.0% Q2 2026 Aug 17, 2026
Evensky & Katz LLC History No change 188 41 0.0% 0.0% 968 0 0.0% Q2 2026 Jul 22, 2026
Bogart Wealth, LLC History No change 182 40 0.0% 0.0% 969 0 0.0% Q2 2026 Jul 24, 2026
First Command Advisory Services, Inc. History No change 185 40 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 10, 2026
NBH Bank History No change 180 39 0.02% 0.02% 971 0 0.0% Q2 2026 Aug 14, 2026
Strive Financial Group ,LLC History No change 173 38 0.02% 0.02% 972 0 0.0% Q2 2026 Aug 14, 2026
BIRCHBROOK, INC. History No change 170 37 0.02% 0.02% 973 0 0.0% Q2 2026 Jul 08, 2026
TOMPKINS FINANCIAL CORP History No change 175 36 0.0% 0.0% 974 0 0.0% Q3 2026 Oct 05, 2026
Salomon & Ludwin, LLC History No change 165 36 0.0% 0.0% 975 0 0.0% Q2 2026 Aug 07, 2026
BARRETT & COMPANY, INC. History No change 159 35 0.01% 0.01% 976 0 0.0% Q2 2026 Jul 24, 2026
Perkins Coie Trust Co History No change 155 34 0.01% 0.01% 977 0 0.0% Q2 2026 Jul 09, 2026
Bear Mountain Capital, Inc. History No change 157 34 0.01% 0.01% 978 0 0.0% Q2 2026 Jul 20, 2026
Hanson & Doremus Investment Management History No change 151 33 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 29, 2026
DT Investment Partners, LLC History No change 150 33 0.0% 0.0% 980 0 0.0% Q2 2026 Jul 27, 2026
DARA CAPITAL US, INC. History No change 150 33 0.02% 0.02% 981 0 0.0% Q2 2026 Jul 23, 2026
HORIZON BANCORP INC /IN/ History No change 145 32 0.01% 0.01% 982 0 0.0% Q2 2026 Aug 04, 2026
Glen Eagle Advisors, LLC History No change 137 30 0.0% 0.0% 983 0 0.0% Q2 2026 Aug 14, 2026
Armor Investment Advisors, LLC History No change 130 28 0.01% 0.01% 984 0 0.0% Q2 2026 Aug 04, 2026
Pacifica Partners Inc. History No change 137 28 0.01% 0.01% 985 0 0.0% Q3 2026 Oct 08, 2026
CoreCap Advisors, LLC History Added to 132 27 0.0% 0.0% 988 +1 0.76% Q3 2026 Oct 08, 2026
TrinityBridge Ltd History No change 120 27 0.0% 0.0% 986 0 0.0% Q2 2026 Aug 11, 2026
DHJJ Financial Advisors, Ltd. History No change 126 27 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 24, 2026
Birchwood Financial Partners, Inc. History No change 116 25 0.02% 0.02% 989 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 112 24 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 07, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 106 23 0.01% 0.01% 991 0 0.0% Q2 2026 Jul 24, 2026
Operose Advisors LLC History No change 108 23 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 106 23 0.01% 0.01% 993 0 0.0% Q2 2026 Jul 23, 2026
Basecamp Wealth Advisors LLC History No change 107 23 0.0% 0.0% 994 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 101 22 0.01% 0.01% 995 0 0.0% Q2 2026 Aug 07, 2026
Beaird Harris Wealth Management, LLC History No change 100 22 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 08, 2026
Abound Wealth Management History No change 103 22 0.0% 0.0% 997 0 0.0% Q2 2026 Jul 10, 2026
American Capital Advisory, LLC History No change 100 22 0.01% 0.01% 998 0 0.0% Q2 2026 Jul 28, 2026
Crews Bank & Trust History No change 100 22 0.0% 0.0% 999 0 0.0% Q2 2026 Jul 16, 2026
Keating Financial Advisory Services, Inc. History No change 102 22 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 11, 2026
Horizons Wealth Management History New 100 20 0.01% — 1002 +100 New Q3 2026 Oct 05, 2026
Gen-Wealth Partners Inc History No change 91 20 0.01% 0.01% 1001 0 0.0% Q2 2026 Aug 10, 2026
Turtle Creek Wealth Advisors, LLC History No change 85 18 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 27, 2026
Kings Path Partners LLC History No change 85 18 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 14, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 79 17 0.02% 0.02% 1005 0 0.0% Q2 2026 Jul 28, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 80 17 0.01% 0.01% 1006 0 0.0% Q2 2026 Sep 18, 2026
Darwin Wealth Management, LLC History No change 79 17 0.0% 0.0% 1007 0 0.0% Q2 2026 Jul 21, 2026
Morling Financial Advisors, LLC History No change 78 17 0.0% 0.0% 1008 0 0.0% Q2 2026 Aug 06, 2026
Provenance Wealth Advisors, LLC History No change 81 17 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 24, 2026
Milestone Investment Advisors LLC History No change 76 16 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 76 16 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 11, 2026
Peachtree Investment Partners, LLC History No change 69 15 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 06, 2026
WOLFF WIESE MAGANA LLC History No change 72 15 0.01% 0.01% 1013 0 0.0% Q2 2026 Jul 13, 2026
Morton Brown Family Wealth, LLC History No change 70 15 0.0% 0.0% 1014 0 0.0% Q2 2026 Jul 21, 2026
Fairman Group, LLC History No change 72 15 0.01% 0.01% 1015 0 0.0% Q2 2026 Aug 04, 2026
Allied Private Wealth LLC History No change 72 15 0.01% 0.01% 1016 0 0.0% Q2 2026 Jul 09, 2026
Financial Life Planners History No change 67 14 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 21, 2026
Kroeger Financial Partners History No change 64 14 0.01% 0.01% 1018 0 0.0% Q2 2026 Jul 27, 2026
VALLEY WEALTH MANAGERS, INC. History No change 63 13 0.0% 0.0% 1019 0 0.0% Q3 2026 Oct 09, 2026
Founders Financial Alliance, LLC History No change 63 13 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 04, 2026
Vision Retirement, LLC History No change 62 13 0.0% 0.0% 1021 0 0.0% Q2 2026 Jul 21, 2026
SALEM INVESTMENT COUNSELORS INC History No change 57 12 0.0% 0.0% 1022 0 0.0% Q2 2026 Jul 14, 2026
NWK Group, Inc. History No change 57 12 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 55 12 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 13, 2026
one8zero8, LLC History No change 55 12 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 10, 2026
NorthAvenue LLC History No change 56 12 0.01% 0.01% 1026 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 53 11 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 23, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 54 11 0.01% 0.01% 1028 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 51 11 0.0% 0.0% 1029 0 0.0% Q2 2026 Jul 23, 2026
Jackson, Grant Investment Advisers, Inc. History No change 53 11 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 31, 2026
Fourth Dimension Wealth, LLC History No change 50 11 0.0% 0.0% 1031 0 0.0% Q2 2026 Jul 31, 2026
AMERIFLEX GROUP, INC. History No change 54 11 0.0% 0.0% 1032 0 0.0% Q2 2026 Aug 13, 2026
Richardson Capital Management LLC History No change 45 9 0.0% 0.0% 1033 0 0.0% Q2 2026 Jul 17, 2026
Commonwealth Retirement Investments LLC History No change 45 9 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 03, 2026
Atlantic Edge Private Wealth Management, LLC History No change 42 9 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 44 9 0.01% 0.01% 1036 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 44 9 0.0% 0.0% 1037 0 0.0% Q2 2026 Jul 15, 2026
Comprehensive Financial Planning, Inc./PA History No change 44 9 0.0% 0.0% 1038 0 0.0% Q2 2026 Aug 10, 2026
Provident Wealth Management, LLC History No change 40 8 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 04, 2026
Twin Lakes Capital Management, LLC History No change 40 8 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 17, 2026
Signature Resources Capital Management, LLC History No change 37 8 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 13, 2026
Dunhill Financial, LLC History No change 37 8 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 07, 2026
KERR FINANCIAL PLANNING Corp History No change 39 8 0.01% 0.01% 1043 0 0.0% Q2 2026 Jul 02, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 35 7 0.0% 0.0% 1044 0 0.0% Q2 2026 Jul 08, 2026
RMG Wealth Management LLC History No change 35 7 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY ADVISORS, INC. History No change 35 7 0.0% 0.0% 1046 0 0.0% Q2 2026 Jul 24, 2026
Robinswood Financial LLC History No change 34 7 0.0% 0.0% 1047 0 0.0% Q2 2026 Jul 14, 2026
Mascoma Wealth Management LLC History No change 28 6 0.0% 0.0% 1048 0 0.0% Q2 2026 Jul 24, 2026
Breakwater Investment Management History No change 31 6 0.0% 0.0% 1049 0 0.0% Q2 2026 Aug 06, 2026
Noble Wealth Management PBC History No change 30 6 0.0% 0.0% 1050 0 0.0% Q3 2026 Oct 01, 2026
GODSEY & GIBB, INC History No change 27 5 0.0% 0.0% 1051 0 0.0% Q2 2026 Jul 13, 2026
Burk Holdings LLC History No change 26 5 0.0% 0.0% 1052 0 0.0% Q2 2026 Aug 12, 2026
Medallion Wealth Advisors, LLC History No change 26 5 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 19 4 0.0% 0.0% 1054 0 0.0% Q2 2026 Aug 13, 2026
WealthShield Partners, LLC History No change 22 4 0.0% 0.0% 1055 0 0.0% Q2 2026 Aug 12, 2026
Bradley & Co. Private Wealth Management, LLC History No change 19 4 0.0% 0.0% 1056 0 0.0% Q2 2026 Aug 10, 2026
Tidemark, LLC History No change 20 4 0.0% 0.0% 1057 0 0.0% Q2 2026 Aug 10, 2026
Hickory Point Bank & Trust History No change 22 4 0.0% 0.0% 1058 0 0.0% Q3 2026 Oct 01, 2026
Longview Financial Advisors LLC History No change 22 4 0.0% 0.0% 1059 0 0.0% Q2 2026 Jul 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 16 3 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 04, 2026
Game Plan Financial Advisors, LLC History No change 15 3 0.0% 0.0% 1061 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 17 3 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 06, 2026
New Republic Capital, LLC History No change 14 3 0.0% 0.0% 1063 0 0.0% Q2 2026 Jul 31, 2026
Millstone Evans Group, LLC History No change 16 3 0.0% 0.0% 1064 0 0.0% Q2 2026 Aug 11, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 15 3 0.0% 0.0% 1065 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 15 3 0.0% 0.0% 1066 0 0.0% Q2 2026 Aug 12, 2026
Delos Wealth Advisors, LLC History No change 13 2 0.0% 0.0% 1067 0 0.0% Q2 2026 Aug 14, 2026
DecisionPoint Financial, LLC History No change 12 2 0.0% 0.0% 1068 0 0.0% Q2 2026 Aug 05, 2026
Accent Capital Management, LLC History No change 13 2 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 12, 2026
Anchor Bay Capital, Inc. History No change 10 2 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 11, 2026
Clean Yield Group History No change 8 1 0.0% 0.0% 1071 0 0.0% Q2 2026 Aug 05, 2026
Concord Wealth Partners History No change 5 1 0.0% 0.0% 1072 0 0.0% Q2 2026 Jul 27, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 7 1 0.0% 0.0% 1073 0 0.0% Q2 2026 Jul 17, 2026
Galvin, Gaustad & Stein, LLC History Closed out 0 0 — 0.08% — -4,904 -100.0% Q3 2026 Oct 08, 2026
Trust Co History New 2 0 — — — +2 New Q3 2026 Oct 09, 2026
Quaker Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Activest Wealth Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Bell Investment Advisors, Inc History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Nemes Rush Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
GGM Financial LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Spurstone Advisory Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Kilter Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 09, 2026